We Hire America Jobs

Specialized Fiduciary Administrator II

Providence, Rhode Island

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:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://u.go/0As7EN) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.