Job summary
Job post source
This job is directly from City National Bank
Job overview
The Sr. Estate Settlement Officer at City National Bank manages the administration and distribution of estate and trust assets, playing a key role in estate settlement and client relationship management.
Responsibilities and impact
The role involves managing complex probate estates, facilitating family meetings, coordinating with internal and external partners, overseeing estate administration staff, and participating in business development activities to increase estate revenue.
Compensation and benefits
The position offers a starting base salary range of $122,535 to $208,715 per year, eligibility for bonuses or commissions, comprehensive healthcare coverage, 401(k) matching, career development resources, and various specialized health and family planning benefits.
Experience and skills
Candidates must have a Bachelor's degree and at least 6 years of experience in trust administration within financial or legal services, with preferred qualifications including advanced degrees, certifications like Trust Certificate or CTFA, legal designations, and strong interpersonal and technical skills.
Career development
City National Bank provides career development through tuition reimbursement, internal training resources, and career mobility support from a dedicated recruitment team.
Work environment and culture
The company fosters an inclusive environment valuing diversity, with a culture emphasizing integrity, community, and client relationships, supported by colleague resource groups for networking and engagement.
Company information
City National Bank, founded in 1954 and a subsidiary of Royal Bank of Canada, is a financial institution known for its entrepreneurial legacy and commitment to client service and community support.
Job location and travel
The job is located in the Los Angeles Metropolitan Area, including Santa Monica and Beverly Hills, CA, with no specific mention of remote work or travel requirements.
Application process
Applications are accepted on an ongoing basis via careers.cnb.com until the position is filled, with referrals increasing interview chances.
Unique job features
This role stands out due to its involvement in complex estate settlements, leadership responsibilities, and integration with multiple internal and external stakeholders to manage estate assets effectively.
Company overview
City National Bank, headquartered in Los Angeles, is a premier financial institution known for providing a wide range of banking, investment, and trust services. Established in 1954, it has grown significantly, particularly after its acquisition by the Royal Bank of Canada in 2015. The bank primarily serves affluent individuals, entrepreneurs, and businesses, generating revenue through personal and commercial banking, wealth management, and real estate lending. Its strong reputation for personalized service and financial expertise makes it a distinguished player in the banking industry.
How to land this job
Position your resume to highlight your extensive experience in estate and trust administration, focusing on managing complex probate estates and deceased grantor trusts, as this is central to the Sr. Estate Settlement Officer role at City National Bank.
Emphasize your ability to facilitate family meetings, coordinate with internal teams like Tax, Compliance, and Real Estate, and manage communication with external attorneys and CPAs to demonstrate your collaborative and risk management skills.
Apply through multiple platforms including City National Bank’s official careers site and LinkedIn to maximize your application visibility and ensure you are among the first applicants.
Connect with professionals in the Trust Team or Estate Settlement division at City National Bank on LinkedIn; use ice breakers such as asking about recent estate settlement challenges they’ve faced or commenting on City National Bank’s reputation in estate services to start meaningful conversations.
Optimize your resume for ATS by incorporating keywords from the job description like 'estate settlement,' 'trust administration,' 'probate,' 'asset valuation,' 'tax compliance,' and 'client relationship management' to improve your chances of passing initial screenings.
Leverage Jennie Johnson’s Power Apply feature to automate applying across multiple job portals, tailor your resume for ATS compatibility, and identify LinkedIn connections in the relevant division, allowing you to focus your time on networking and interview preparation.
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