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 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.
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
Desired Skills:
- Fiduciary, Trust, or Estate Settlements experience
- CTFA
Skills:
- 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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Skills Required
- Fiduciary, Trust, or Estate Settlements experience
- CTFA
Bank of America Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.
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Fair & Transparent Compensation — Pay practices are framed as structured and backed by regular pay-equity analysis, which creates a sense of consistency even when higher pay is desired.
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Pay Growth & Progression — A high U.S. hourly pay floor of $25/hour is positioned as a meaningful baseline for frontline and support roles, improving perceived competitiveness at the lower end.
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Parental & Family Support — Parental leave, family-planning reimbursement, backup care, and “Life Event Services” are presented as substantial supports that strengthen the overall rewards package.
Bank of America Insights
What We Do
We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.
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