Delaware Trust Administrative Officer I (DE TAO I)

51-0397509 U. S. Trust Company of Delaware; Wilmington (DE); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Corporation’s Wilmington, DE Trust team is hiring a Delaware Trust Administrative Officer I to support fiduciary relationships and client service. The role focuses on trust/account administration, back-up for Trust Officers, and handling processing tasks withaccuracy and discretion.

Ideal candidates have a high school diploma or equivalent, and experience in finance or trust administration, with strong attention to detail and client service in a fast-paced environment.

Qualifications

• BS/BA degree, preferably in Finance, Economics, or Business Administration/Management, or equivalent experience required
• Paralegal studies with relevant legal and/or trust administrative experience preferred
• Financial Institution experience focusing on high net worth client service required.

Responsibilities

• The DE TAO I is a Trust product expert who acts as an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers.
• Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs.

Skills

Account Management

Attention to Detail

Client Management

Customer and Client Focus

Data Management

Oral Communications

Written Communications

Relationship Building

Problem Solving

Organizational Effectiveness

Education

High School Diploma / GED / Secondary School or equivalent

Job description

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Delaware Trust Administrative Officer I (DE TAO I), Wilmington, DE US Trust, Private Bank

The Delaware Trust Administrative Officer I (DE TAO I) teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.

Responsibilities

Responsibilities - The DE TAO I is a Trust product expert who acts as an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.

Qualifications

Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements. BS/BA degree, preferably in Finance, Economics, or Business Administration/Management, or equivalent experience required Paralegal studies with relevant legal and/or trust administrative experience preferred Financial Institution experience focusing on high net worth client service required.

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

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: 1st shift (United States of America)

Hours Per Week: 40

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

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! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about what we believe.

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency