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Bank Of America Spec Fiduciary Officer II - Private Bank United States, New York, New York 501559906
Job Description:
Job Description:
This job is responsible for ensuring that all documents are properly completed and comply with the bank's internal policy guidelines and industry regulations. Key responsibilities include improving the bank's ability to manage, control, and mitigate fiduciary risk and working closely with team members to drive consistency in approach and results. Job expectations include administering trust accounts and having knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures.
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:
• Risk Management
• Relationship Building
• Attention to Detail
• Customer and Client Focus
• Problem Solving
• Issue Management
• Administrative Services
• Account Management
• Client Management
• Referral Identification
• Candidate Screening
• Process Simplification
• Active Listening
• Prioritization
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
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