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The incumbent will be responsible for the administration of assigned accounts (15 to 20 estates; up to $2,000,000 in value) under the direct supervision of the unit manager with some latitude for independent authority. The incumbent will consult with the regional unit manager on complex problems and will use independent judgment to solve routine problems.
The incumbent will have an undergraduate degree with 1-5 years estate/trust experience or equivalent experience. Must possess a working knowledge of fiduciary accounting, investments, federal and state taxes. Must have strong business acumen and organizational ability. Must have the ability to communicate effectively with clients and attorneys. Must have a working knowledge of Microsoft Office products with emphasis on Word and Excel.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Pennsylvania-Pittsburgh Internal Jobcode: 03885 Job: Wealth Management Organization: WM US Markets-HR14164 Requisition Number: 1910519
Internal Number: 6130195
About BNY Mellon Investment Management
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