Specialized Fiduciary Administrator II

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, Trust Settlement Services, Providence -

Provides administrative support to Settlement Officers, Managers and National Trust Settlement Director.  Works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients.  Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc.

May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries.  Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc. May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts.   

Non-licensed associate

Qualifications/Skills:

• Paralegal training and BS/BA or equivalent experience desired/preferred, not required
• Prior trust, estate or tax experience a plus
• Strong communication and organizational skills
• Ability to work in a fast-paced environment where multi-tasking and prioritization is a necessity
• Works well as an individual contributor and member of a team
• Proficient use of Microsoft Office
• Ability to learn and apply new technology and computer systems

Additional 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: