Bank Of America Specialized Fiduciary Officer II IRA 

United States, Georgia, Atlanta 

301321046

Specialized Fiduciary Officer II, IRA-

Desired Qualifications:

• 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 systems experience a plus.

Responsibilities:

• Serves as technical expert for the team, sharing knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures
• Completes administrative reviews of trust accounts to drive consistency in approach and results
• Administers and ensures accounts are in line with the fiduciary standard by complying with internal policy and industry regulations
• Manages, controls, and mitigates fiduciary risks, while addressing client issues and concerns

Skills:

• Attention to Detail
• Customer and Client Focus
• Problem Solving
• Relationship Building
• Risk Management
• Account Management
• Administrative Services
• Client Management
• Issue Management
• Active Listening
• Candidate Screening
• Prioritization
• Process Simplification
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)