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Trust Administrative Officer I (New York, NY)

New York, New York

Job Description:

Business Overview

Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

The Private Bank is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. Private Bank employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description

Teams with Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as backup for the Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.  

Required Skills:  "Must" have these skills to be minimally qualified

  • MS Office (Excel, PowerPoint, Outlook)
  • Highly organized with a strong attention to detail
  • Ability to multitask in a fast paced environment
  • Strong written and verbal communication skills
  • Self directed team player

Desired Skills:

  • BA/BS or equivalent work experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20005115

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
114 W 47TH ST, NY, New York, 10036