Estate Settlement Fiduciary Admin II

ghr; West Hartford (CT); On-site; USD 57,000 - 78,000; Full time

Job summary

Bank of America is hiring a Specialized Fiduciary Administrator II to support Settlement Officers and the National Trust Settlement Director. You will work independently yet closely with officers to ensure accurate, efficient service delivery to clients while coordinating with internal partners.

You will handle routine admin tasks, maintain accounts, process transactions, and assist with research and project participation as needed. Strong communication and MS Office skills are essential.

Qualifications

• BS/BA degree or equivalent experience.
• Paralegal experience/training preferred.
• Prior trust, estate or tax experience preferred.
• 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 systems.

Responsibilities

• The Specialized Fiduciary Administrator provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director.
• The Specialized Fiduciary Administrator 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, SAM, Trust Operations, Tax, etc.
• May act as point of contact to clients and external partners as a backup for Settlement Officers.
• Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets.

Skills

Attention to Detail

Business Continuity Management

Problem Solving

Process Simplification

Risk Management

Account Management

Active Listening

Administrative Services

Client Management

Referral Identification

Education

BS/BA degree or equivalent experience

Job description

Bank of America is hiring a Specialized Fiduciary Administrator II to support Settlement Officers and the National Trust Settlement Director. You will work independently yet closely with officers to ensure accurate, efficient service delivery to clients while coordinating with internal partners.

You will handle routine admin tasks, maintain accounts, process transactions, and assist with research and project participation as needed. Strong communication and MS Office skills are essential.