Specialized Fiduciary Officer II

Richmond, VA - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Job Description:

At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace attracting and developing exceptional talent supporting our teammates physical emotional and financial wellness recognizing and rewarding performance and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America you can build a successful career with opportunities to learn grow and make an impact. Join us!

Job Description:
This job is responsible for ensuring that all documents are properly completed and comply with the banks internal policy guidelines and industry regulations. Key responsibilities include improving the banks 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

Desired Skills:

Fiduciary Trust or Estate Settlements experience
CTFA

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Required Experience:

Unclear Seniority

Job Description:At Bank of America we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.Being a Great Place to Work is core...

Job Description:

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

Desired Skills: