Estate Settlement & Fiduciary Administrator II

National Black MBA Association; Washington (District of Columbia); Hybrid; USD 37,000 - 51,000; Full time

Benefits offered by this job

Discretionary incentive eligible

Benefits eligible

Job summary

Bank of America in Washington, DC is seeking a Specialized Fiduciary Administrator II (SFA II) in Estate Settlement Services. The role provides administrative support to Settlement Officers, coordinates with internal and external partners, and handles routine duties to service clients in a timely manner.

The position requires a BS/BA or equivalent experience, with Paralegal or trust/estate experience preferred.

Qualifications

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

Responsibilities

• Provide administrative support to Settlement Officers and Managers.
• Work independently, coordinating with internal partners.
• Assist with account maintenance, money movement, and filing.
• Act as client and partner contact as needed.
• Participate in projects and conduct research on topics.

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

Paralegal experience/training preferred

Prior trust, estate or tax experience preferred

Tools

Microsoft Office

Job description

Bank of America in Washington, DC is seeking a Specialized Fiduciary Administrator II (SFA II) in Estate Settlement Services. The role provides administrative support to Settlement Officers, coordinates with internal and external partners, and handles routine duties to service clients in a timely manner.

The position requires a BS/BA or equivalent experience, with Paralegal or trust/estate experience preferred.