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Bank Of America Specialized Fiduciary Officer II IRA 
United States, New Jersey 
638767408

20.09.2024

Desired Qualifications:

  • BS/BA or equivalent experience preferred. 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)