Specialized Fiduciary Administrator I (SFA I)

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 an 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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
 

Specialized Fiduciary Administrator I (SFA I), Providence, RI -

This job is responsible for providing administrative support to key stakeholders in the Private Bank space. Key responsibilities include providing operational support, performing routine administrative duties required to administer accounts and serve client needs. Job expectations include serving as an additional point of contact for clients, and collaborating with business partners.

Responsibilities:

• Assists in administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies and equipment
• Participates in projects, prepares reports, and supports research efforts
• Supports addressing client issues and concerns, while adhering to policies and procedures
• Assists with ensuring accounts are in line with the fiduciary standard by complying with internal policy and industry regulations

Skills:

• Account Management
• Administrative Services
• Attention to Detail
• Client Management
• Problem Solving
• Referral Identification

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

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:

Hours Per Week: