Bank of America Philanthropic Administrator II (East Hartford, CT or New York, NY) in New York, New York

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

Responsible for performing service and fulfillment activities to meet Philanthropic Solutions client needs and expectations. Philanthropic product set expert who acts as an additional point of contact for clients and/or as a backup for client-facing relationship managers. Provides high level administrative support to client facing relationship managers including day to day transaction processing. These duties include but are not limited todaily money movement activities, system updates, drafting client letters,other compliance and regulatory matters as assigned. Also responsible for identifying new business opportunities from existing book of business. Non-licensed associate.

Posting Date : 08/31/2017

Location : US-CT-East Hartford, US-NY-New York

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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