Trust Senior Associate
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
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 providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust product expert helping to identify opportunities for expanded product penetration in existing books of business and supporting administrative client account/relationship servicing. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed.
Responsibilities:
Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients while applying knowledge of trust products to support the execution of client transactions
Serves as an additional point of contact to clients and/or as backup for the Trust Officers servicing account questions and resolving service issues including investment management and trust accounts money movement discretionary actions resolving compliance metrics exceptions Client Maintenance Tool updates
Identifies new business opportunities for expanded penetration of Private Bank capabilities within the clients current book of business while assisting other service associates as needed
Coordinates the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups
Partners with the Trust office on general day-to-day administration functions for maintaining investment management and trust accounts
Qualifications:
- Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
- Trust administration experience desired
- BS/BA degree in Business Finance Economics or Law desired
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Required Experience:
Senior IC
Key Skills
- Business Development
- Organizational Management
- GAAP
- Accounting
- Analysis Skills
- Meeting Facilitation
- Microsoft Powerpoint
- Investment Banking
- Microsoft Excel
- Private equity
- Financial Modeling
- Writing Skills
About Company
What would you like the power to do? At Bank of America, our purpose is to help make financial lives better through the power of every connection.
