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The incumbent will be responsible for the administration of assigned accounts (15-20 estate; up to $10,000,000 in value) with a latitude of independent authority. The incumbent will consult with the regional unit manager on complex problems and make appropriate recommendations for resolution of these problems. The incumbent will be accountable for new business goals to include both current and future business and may be required to participate in one or more project committees or task forces.
The incumbent will have an undergraduate degree with 5-10 years estate/trust experience or equivalent work experience. The incumbent will possess an array of skills to include investment management and accounting experience, legal knowledge, tax experience, business acumen, and organizational ability. Must have working knowledge of Microsoft Office products. Must have ability to interface with all levels of management and clients.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-New York-White Plains Internal Jobcode: 03886 Job: Wealth Management Organization: WM US Markets-HR14164 Requisition Number: 1908107
Internal Number: 6123692
About BNY Mellon Investment Management
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