Fiduciary Tax Admin Specialist I

Bank of America; Jacksonville (FL); On-site; USD 55,000 - 70,000; Full time

Job summary

Bank of America is hiring a Specialized Fiduciary Administrator I in the Private Bank space to provide essential administrative support to Fiduciary Tax Accountants. The role emphasizes accuracy, compliance, and client service within a collaborative in-office environment.

Responsibilities include account maintenance, report preparation, and project support, with a focus on fiduciary standards and regulatory adherence.

Qualifications

• Must have strong administrative and office management abilities.
• Experience in fiduciary or tax support is preferred.
• Attention to detail and client-focused service required.

Responsibilities

• Assists in administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies and equipment.
• Participates in projects, prepares reports, and supports research efforts.
• Supports addressing client issues and concerns, while adhering to policies and procedures.
• Assists with ensuring accounts are in line with the fiduciary standard by complying with internal policy and industry regulations.
• Prior Fiduciary or tax support experience required of the qualified candidate.

Skills

Account Management

Administrative Services

Attention to Detail

Client Management

Problem Solving

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a Specialized Fiduciary Administrator I in the Private Bank space to provide essential administrative support to Fiduciary Tax Accountants. The role emphasizes accuracy, compliance, and client service within a collaborative in-office environment.

Responsibilities include account maintenance, report preparation, and project support, with a focus on fiduciary standards and regulatory adherence.