Settlement Officer

Job Details:

Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial closing review of accounts submitted to the termination department. Partner with all internal department colleagues in Tax, Fees, Operations, and Trust Administration as well as external clients (Beneficiaries, CPAs, Attorneys, Banker, Financial Advisor, Portfolio Manager, etc.) to ensure all closing relationships are properly approved for accurate and timely delivery of assets.

Skills and Knowledge

  • Strong oral and written communication skills are required. Specifically, excellent interpersonal skills with the ability to interact effectively with all levels of CNB personnel, clients and outside contacts
  • The ability to profile clients with an emphasis on retain business
  • Familiarity with state tax laws, income taxation with respect to trust investment management principles
  • Demonstrated strategic team player
  • Strong organizational skills
  • Anticipate needs and proactively seek solutions
  • The ability to work on multiple tasks/projects simultaneously is crucial in this position
  • Must be PC literate and be familiar with trust accounting systems.
  • JD, LLM or other legal designation/degree preferred
  • Completion of Trust Certificate and/or CTFA preferred

Basic Qualifications
  • Bachelor's Degree or 10 years of experience in trust administration
  • 10+ years of experience in a financial or legal services organization
  • 5+ years of Microsoft Office (Word, Excel & PowerPoint) experience


Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

City National Bank is an Equal Opportunity/Affirmative Action Employer, Minorities/Females/Individuals with Disabilities/Veterans

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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