Delaware Trust Admin Specialist I - Client-Focused

Bank of America; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is seeking a Delaware Trust Administrative Officer I to support trust operations in Wilmington, DE. The role requires delivering essential administrative services, handling transfers, tax requests, and documentation while collaborating with trust professionals.

The position emphasizes accuracy, regulatory compliance, and strong communication within a fast-paced team. 1st shift, 40 hours per week, in-office.

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree preferred in Finance, Economics, or Business Administration/Management; equivalent experience considered.
• Paralegal studies with relevant trust/admin experience preferred.
• Experience in financial institutions serving high net worth clients is required.

Responsibilities

• Provides administrative client service and support to Trust Officers and teams.
• Handles account administration, funds transfers, tax requests, and accounting system coding.
• May assist with document review, discretionary actions, client retention and related duties over time.

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

High School Diploma / GED / Secondary School or equivalent

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

Paralegal studies with relevant legal and/or trust administrative experience preferred

Financial Institution experience focusing on high net worth client service

Job description

Bank of America is seeking a Delaware Trust Administrative Officer I to support trust operations in Wilmington, DE. The role requires delivering essential administrative services, handling transfers, tax requests, and documentation while collaborating with trust professionals.

The position emphasizes accuracy, regulatory compliance, and strong communication within a fast-paced team. 1st shift, 40 hours per week, in-office.