Trust Administrative Associate I — Private Bank

Bank of America Corporation; Wilmington (DE); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Bank of America Corporation’s Wilmington, DE Trust team is hiring a Delaware Trust Administrative Officer I to support fiduciary relationships and client service. The role focuses on trust/account administration, back-up for Trust Officers, and handling processing tasks withaccuracy and discretion.

Ideal candidates have a high school diploma or equivalent, and experience in finance or trust administration, with strong attention to detail and client service in a fast-paced environment.

Qualifikationen

• BS/BA degree, preferably in Finance, Economics, or Business Administration/Management, or equivalent experience required
• Paralegal studies with relevant legal and/or trust administrative experience preferred
• Financial Institution experience focusing on high net worth client service required.

Aufgaben

• The DE TAO I is a Trust product expert who acts as an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers.
• Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs.

Kenntnisse

Account Management

Attention to Detail

Client Management

Customer and Client Focus

Data Management

Oral Communications

Written Communications

Relationship Building

Problem Solving

Organizational Effectiveness

Ausbildung

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America Corporation’s Wilmington, DE Trust team is hiring a Delaware Trust Administrative Officer I to support fiduciary relationships and client service. The role focuses on trust/account administration, back-up for Trust Officers, and handling processing tasks withaccuracy and discretion.

Ideal candidates have a high school diploma or equivalent, and experience in finance or trust administration, with strong attention to detail and client service in a fast-paced environment.