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Bank Of America Trust Senior Associate United States, Virginia, Norfolk 87114763
Job Description:
Job Summary:
The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. TSAs are trust product experts who act as an additional point of contact for clients and/or as a backup for client-facing Trust Officers.
Job Description:
In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients’ trust needs and expectations
Serve as an additional point of contact to clients and/or as backup for the Trust Officers
Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
Responsible for:
Complex party maintenance
Administrative Review (IM&T)
Transaction Processing and Management
Money Movement (Trust)
Specialized Fiduciary Transactions
Discretionary and action matters
UPIA, Equitable Adjustments and 65 Day Tax
Account Pay Service Provider
Generation Skipping Tax – Processing
Asset Transfer - complex
Administrative duties as required
Support initial review of IPS process
Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
Leverage experience and deep expertise especially with the most complex administrative trust needs to manage and/or execute client transactions
Proactively identify deepening opportunities while performing existing responsibilities and engaging in meaningful interactions
Coordinate with Client Teams and partner to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Ensure adherence to all internal policies and compliance to legal and regulatory requirements
Qualifications:
Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
Ability to successfully complete assessment of critical skills
BS/BA degree in Business, Finance, Economics or Law desired
Ability to obtain and maintain SAFE Act registration
Skills:
Active Listening
Adaptability
Attention to Detail
Emotional Intelligence
Prioritization
Collaboration
Critical Thinking
Decision Making
Oral Communications
Written Communications
Drives Engagement
Innovative Thinking
Mentoring
Networking
Problem Solving
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