Senior Trust Services Advisor

Bank Of America; Petersburg (AK); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America in the United States is seeking an administrative professional to support fiduciary and trust client relationships. You will apply knowledge of trust products to execute client transactions and act as an additional contact for clients and fellow associates.

Responsibilities include assisting Trust Officers with account servicing, resolving service issues, identifying opportunities for expanded Private Bank capabilities within existing client books, and coordinating through

Qualifications

• Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
• Trust administration experience desired
• BS/BA degree in Business, Finance, Economics or Law desired

Responsibilities

• Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients, while applying knowledge of trust products to support the execution of client transactions
• Serves as an additional point of contact to clients and/or as backup for the Trust Officers, servicing account questions and resolving service issues including investment management and trust accounts, money movement, discretionary actions, resolving compliance metrics exceptions, Client Maintenance Tool updates
• Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business, while assisting other service associates as needed
• Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups
• Partners with the Trust office on general day‑to‑day administration functions for maintaining investment management and trust accounts

Job description

Bank of America in the United States is seeking an administrative professional to support fiduciary and trust client relationships. You will apply knowledge of trust products to execute client transactions and act as an additional contact for clients and fellow associates.

Responsibilities include assisting Trust Officers with account servicing, resolving service issues, identifying opportunities for expanded Private Bank capabilities within existing client books, and coordinating through