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New York, New York - USD Full Time Posted: Monday, 16 April 2018
 
 
Job Description:

Business Overview:
U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage.

Job Description
Primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers etc. Perform general administrative duties such as typing, filing and copying. Secondary responsibilities include the potential identification of new business opportunities from existing book of business. Non-licensed associate.

Required Skills:
  • Bachelor's Degree required
  • 1+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients
  • Proven understanding of fiduciary law, tax investments and administration
  • Additional Legal, Paralegal and/or JD a plus
  • Fiduciary Education and Training is desired

Highly Desired: paralegal or relevant legal and/or trust administrative

Enterprise Job Description:
Teams with Trust Officer, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as backup for the Trust officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.

experience

Shift:
1st shift (United States of America)

Hours Per Week:
40 Trust Admin Officer I

New York, New York, United States of America
Finance
Wed, 21 March 2018 19:00:00 EST
USD
Bank of America Corporation
Bank of America Corporation
JS3040778/392407426
4/16/2018 10:19:09 AM

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