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Philanthropic Administrator II (Hopewell, NJ)

Pennington, New Jersey

Job Description:

Philanthropic Administrator

Business Overview:

U.S. Trust, 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.  U.S. Trust 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. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Description:

This role is responsible for client satisfaction, retention and supporting growth of private and institutional client philanthropic relationships.  Ensures quality and timeliness of client service delivery model and is accountable for client satisfaction.  This role is required to maintain the high service level to our clients both internal and external.  The PA II assists the Officer as they serve the needs and expectations of our philanthropic clients while maintaining our fiduciary integrity and appropriate risk appetite. This includes daily money movement activities, system updates, drafting client letters, opening and closing accounts and special projects as needed.

Qualifications:

  • BA/BS Degree desired or equivalent work experience
  • 2-4 years of philanthropic and or fiduciary experience preferred
  • Excellent ability to work in fast paced team environment
  • Excellent organizational, prioritization and time management skills, detailed oriented, with good follow-up skills
  • Develop strong interpersonal alliance and fosters collaboration among team members and business partners and supports enterprise view to support GWIM objectives
  • Excellent communication skills
  • Knowledge of the legal, tax, investment and compliance aspects of fiduciary administration
  • Microsoft Office Suite knowledge required

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Philanthropic Administrator

Business Overview:

U.S. Trust, 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.  U.S. Trust 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. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Description:

This role is responsible for client satisfaction, retention and supporting growth of private and institutional client philanthropic relationships.  Ensures quality and timeliness of client service delivery model and is accountable for client satisfaction.  This role is required to maintain the high service level to our clients both internal and external.  The PA II assists the Officer as they serve the needs and expectations of our philanthropic clients while maintaining our fiduciary integrity and appropriate risk appetite. This includes daily money movement activities, system updates, drafting client letters, opening and closing accounts and special projects as needed.

Qualifications:

  • BA/BS Degree desired or equivalent work experience
  • 2-4 years of philanthropic and or fiduciary experience preferred
  • Excellent ability to work in fast paced team environment
  • Excellent organizational, prioritization and time management skills, detailed oriented, with good follow-up skills
  • Develop strong interpersonal alliance and fosters collaboration among team members and business partners and supports enterprise view to support GWIM objectives
  • Excellent communication skills
  • Knowledge of the legal, tax, investment and compliance aspects of fiduciary administration
  • Microsoft Office Suite knowledge required

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21076663

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ciji Jones

Referral Bonus:

0

Street Address

Primary Location:
1300 AMERICAN BLVD, NJ, Pennington, 08534