Bank of America Spec Fiduciary Officer I in Dallas, Texas
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.
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
Posting Date : 09/21/2018
Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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