Specialized Fiduciary Administrator II, Estate Settlement Services

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Specialized Fiduciary Administrator II, Estate Settlement, Charlotte, NC -

This job is responsible for providing administrative support to Settlement Officers, conducting routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, ordering supplies, making and answering telephone calls, writing routine letters/emails and other tasks as required to administer accounts and service client needs. Job expectations may include leading or participating in projects, preparing reports and conducting research, and acting as a point of contact for clients and internal/external partners.

Responsibilities:

• Manages all administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies such as equipment
• Oversees incoming and outgoing mail, while managing and overseeing a centralized mailbox for accounts
• Addresses client issues and concerns under the direction and partnership with Settlement Officers, while adhering to the bank's policies and procedures

Skills:

• Attention to Detail
• Business Continuity Management
• Problem Solving
• Process Simplification
• Risk Management
• Account Management
• Active Listening
• Administrative Services
• Client Management
• Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

Hours Per Week: