Provides administrative support to Estate Settlement Officers (ESO) and Market Directors (ESMD) who manage a book of wealth transfer accounts. Working independently, but closely, with one or more ESOs, will be responsible for accomplishing tasks consistent with policies and procedures, preparing internal and external documents related to account administration, and performing account maintenance activities and transactions, including but not limited to Client Relationship Workstation (CRW), Trust Web, PACE, Know your Customer (KYC) Tool, Interact, Administrative Review System (ARS), Settlement and Account Closing Portal (SAC), and Imaging Portal (FIRST). Will coordinate with internal partners as directed (e.g., Tax, Compliance, and Specialty Asset Management). Will have extensive client contact, including addressing client problems and concerns verbally and through written communication. Will perform other administrative tasks such as filing, copying, telephone coverage, ordering supplies, drafting and mailing letters, etc. College, Paralegal training, or equivalent administrative experience desired. Excellent verbal and written skills required. Working knowledge of Word and Excel required. Working knowledge of PACE, Pierce, Trust Web, CEW, and CRW a plus. Non-licensed associate.

Provides support for both PACE and Merrill Lynch estates and trusts. Will have a dual workstation with the separate systems and platforms. Extensive contact with Financial Advisors, clients, and COIs.