Specialized Fiduciary Officer II

Bank of America•Richmond, VA

30d•Onsite

About The Position

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 bank's internal policy guidelines and industry regulations. Key responsibilities include improving the bank's 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.

Requirements

Fiduciary, Trust, or Estate Settlements experience
CTFA
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
High School Diploma / GED / Secondary School or equivalent

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

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