Bank of America Philanthropic Administrator (East Hartford, CT or Washington, DC) in East Hartford, Connecticut
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.
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 to daily 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.
Required Skills :
• BA/BS Degree
• 2-5 years of institutional philanthropic or fiduciary banking experience
• Excellent ability to work in fast paced team environment
• Excellent organizational, prioritization and time management skills, detailed oriented, with good follow-up skills
• Develop strong interpersonal alliance and fosters collaboration among team members and business partners and supports enterprise view to support GWIM objectives.
• Excellent communication skills
• Significant knowledge of the legal, tax, investment and compliance aspects of fiduciary administration
• Microsoft Office Suite knowledge required
• PACE experience a plus, but not required
Posting Date : 03/27/2018
East Hartford, CT, 99 Founders PLZ (CT2547),
Washington, DC, 1800 K St NW (DC1842),
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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