Trust Senior Associate (TSA)
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! Trust Senior Associate (TSA), Private Banking, Florham Park, NJ - This job is responsible for providing administrative and account servicing activities for fiduciary and trust client relationships. Key responsibilities include serving as a trust support administrative client account/relationship assistant. Job expectations include acting as an additional point of contact to clients and supporting other service associates as needed.
Requirements
- Minimum two (2) years experience related to client facing, Wealth Management Operations and client support.
- BS/BA degree preferred, Para-legal, Legal, Business Skills: Active Listening Adaptability Attention to Detail Emotional Intelligence Prioritization Collaboration Critical Thinking Decision Making Oral Communications Written Communications Drives Engagement Innovative Thinking Networking Problem Solving
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- For internal employees: participation in a work from home posture does not make you eligible to post.
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
- 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
Benefits
- This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
- This role is currently benefits eligible.
- We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
