Delaware Trust Admin Officer I – Client Service

Bank of America; Wilmington (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America seeks a Delaware Trust Administrative Officer I (DE TAO I) in Wilmington to support fiduciary/client services and handle account maintenance tasks for trust relationships.

Role involves assisting Trust Officers, handling transfers, tax requests, and documentation while adhering to regulatory requirements. Internal collaboration and growth opportunities are highlighted.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• BS/BA degree in Finance, Economics, or Business Administration/Management (preferred).
• Paralegal studies with relevant trust admin experience preferred.
• Financial Institution experience focusing on high net worth client service required.

Responsibilities

• Provides critical and core administrative client service and support to Trust Officers and Trust Administrative Officer IIs, including account administration, funds transfers, tax requests, and reporting tasks.
• Over time, may take on secondary responsibility for document review, discretionary actions within Trust engagements, client retention, and related duties.

Skills

Account Management

Attention to Detail

Client Management

Customer and Client Focus

Data Management

Active Listening

Collaboration

Critical Thinking

Prioritization

Relationship Building

Mentoring

Oral Communications

Organizational Effectiveness

Problem Solving

Written Communications

Education

BS/BA degree in Finance, Economics, or Business Administration/Management

Paralegal studies with relevant legal and/or trust administrative experience

Job description

Bank of America seeks a Delaware Trust Administrative Officer I (DE TAO I) in Wilmington to support fiduciary/client services and handle account maintenance tasks for trust relationships.

Role involves assisting Trust Officers, handling transfers, tax requests, and documentation while adhering to regulatory requirements. Internal collaboration and growth opportunities are highlighted.