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Bank Of America Specialized Fiduciary Administrator II Estate Settlement 
United States, Rhode Island, Providence 
972513088

29.08.2024

Specialized Fiduciary Administrator II, Estate Settlement-


This job is responsible for providing administrative support to trust teams, conducting routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, ordering supplies, making and answering telephone calls, writing routine letters/emails and other tasks as required to administer accounts and service client needs. Job expectations may include leading or participating in projects, preparing reports and conducting research, and acting as a point of contact for clients and internal/external partners.

Responsibilities:

  • Manages all administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies such as equipment
  • Oversees and provides guidance on day-to-day activities of the team
  • Oversees incoming and outgoing mail, while managing and overseeing a centralized mailbox for accounts
  • Addresses client issues and concerns in partnership with the Specialized Fiduciary Officers, while adhering to the bank's policies and procedures

Skills:

  • Attention to Detail
  • Business Continuity Management
  • Problem Solving
  • Process Simplification
  • Risk Management
  • Account Management
  • Active Listening
  • Administrative Services
  • Client Management
  • Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)