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Trust Administrative Officer II (Norfolk, VA)

Norfolk, Virginia

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 as 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.  Employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description
Primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the Private Banking group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and  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. Secondary responsibility for identifying new business opportunities from existing book of business. Non-licensed associate.

Qualifications:

  • Candidates must have the ability to perform at a high level in a fast paced team environment
  • Must have direct experience in personal financial services, preferably in fiduciary wealth management or legal environment
  • Self Starter, comfortable working in a large corporation
  • Strong clerical/administrative experience (Word, Excel, Powerpoint)
  • Able to work with high demanding Private Client Associates
  • Sense of urgency & not afraid to ask questions
  • BS/ BA degree, paralegal or relevant legal and/or trust administrative experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20014549

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
999 WATERSIDE DR, VA, Norfolk, 23510