Bank of America Trust Admin Officer II 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.

Job Description

Primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers etc. Perform general administrative duties such as typing, filing and copying. Secondary responsibilities include the potential identification of new business opportunities from existing book of business. Non-licensed associate.

Required :

  • BS/ BA degree required

  • Proven experience working and performing at high level in a fast paced team environment

  • Experience in personal financial services, preferably in fiduciary wealth management environment

  • Self Starter, comfortable working in a large corporation

  • Strong clerical/administrative experience (Word, Excel, Powerpoint)

  • Proven experience supporting high demanding Associates

  • Sense of urgency & not afraid to ask questions

Highly Desired: paralegal or relevant legal and /or trust administrative experience

Posting Date : 07/10/2018

Location :

New York, NY, 114 W 47TH ST (NY8114),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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