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Specialized Fiduciary Administrator II - Estate Settlement Services

Bank of America

Bank of America

Boca Raton, FL, USA · United States · Remote
Posted on Thursday, June 13, 2024

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Specialized Fiduciary Administrator II, Estate Settlement Services -


This job is responsible for providing administrative support to trust teams, 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 and provides guidance on day-to-day activities of the team

Oversees incoming and outgoing mail, while managing and overseeing a centralized mailbox for accounts

Addresses client issues and concerns in partnership with the Specialized Fiduciary 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:

1st shift (United States of America)

Hours Per Week:

40