Bank of America Spec Fiduciary Officer I in Dallas, Texas

Job Description:

Business Overview

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description

Provides administrative support to Specialized Fiduciary Officers. Highly motivated, self-starter and possess the ability to work independently. Responsible for the day to day review and processing of state and federal tax payments. Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.) and with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed. Responsible for routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs. May be asked to participate in projects, prepare reports and conduct research. May act as a point of contact for clients and internal/external partners and as a backup for other team members. Proficient in Microsoft applications, including Excel, Access, Word, and Outlook. Acute attention to detail and ability to multi-task in fast-paced environment. Must be able to work well under pressure and exercise sound judgment. Must have excellent written and verbal communication skills. Candidate is expected to demonstrate leadership qualities, flexibility and be a team player. The SFO I is supervised and supported by a team. BS/BA or equivalent experience helpful. Non-licensed associate. This is a UST IRA position. 1 – 3 years of retirement experience or PACE experience is required.


  • Excellent verbal, written and interpersonal communication skills

  • Microsoft application skills

  • Strong analytical skills

  • 2 to 5 years experience with PACE, IRA’s, retirement, and/or trust administration is required

  • Non-licensed associate

Posting Date : 09/21/2018

Location :


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.