Specialized Fiduciary Officer Ii Ira jobs at Bank Of America in United States, Atlanta
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Company (1)
Job type
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Job title (1)
United States
State
Atlanta
14 jobs found
08.09.2024
BOA
Bank Of America Specialized Fiduciary Officer II IRA United States, Georgia, Atlanta
BS/BA or equivalent experience helpful. Non-licensed associate. 3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required. Private Bank and Merrill...
Responsible for designing and developing complex requirements to accomplish business goals. Ensures that software is developed to meet functional, non-functional, and compliance requirements. Ensures solutions are well designed with maintainability/ease...
Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust,...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures. Responsible for understanding the client’s situation and circumstances, including knowing the clients extended family...
Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection,...
Manages the credit process for a portfolio of clients. Negotiates credit documentation. Leads the credit and risk approval processes. Builds relationships with existing and prospective clients. Mentors and supports associates....
BS/BA or equivalent experience helpful. Non-licensed associate. 3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required. Private Bank and Merrill...
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