Trust Admin Officer II - Client Services & Ops

National Black MBA Association; Wilmington (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Bank of America seeks a Delaware Trust Administrative Officer II in Wilmington to support Trust Officers in managing fiduciary relationships and maintaining accounts. The role involves administrative duties such as deposits, transfers, tax requests, and account coding, with potential expansion to document review and discretionary actions within Trust engagements.

Internal growth opportunities exist; requires a high school diploma; BS/BA preferred; private banking experience helpful.

Qualifications

• Ability to perform in a fast-paced team environment with strict policy compliance.
• BS/BA degree preferred or equivalent Trust admin experience.
• Paralegal studies with relevant legal and/or trust admin experience preferred.
• Financial Institution experience in high-net-worth Private Banking is a plus.

Responsibilities

• Provide critical administrative client service and support to Trust Officers, including account administration and funds transfers.
• Assist with tax requests, accounting system coding, and account open/close; provide client coverage as needed.
• Over time the role may include document review, discretionary actions within Trust engagements, and client retention.

Skills

Private banking client service

Fast-paced team environment

Regulatory compliance

Administrative skills

Education

BS/BA degree preferred

Paralegal studies with relevant experience preferred

Job description

Bank of America seeks a Delaware Trust Administrative Officer II in Wilmington to support Trust Officers in managing fiduciary relationships and maintaining accounts. The role involves administrative duties such as deposits, transfers, tax requests, and account coding, with potential expansion to document review and discretionary actions within Trust engagements.

Internal growth opportunities exist; requires a high school diploma; BS/BA preferred; private banking experience helpful.