Delaware Trust Administrative Officer II (DE TAO II)
Bank of America · Wilmington, DE · 3 wk ago
AdministrativeFull-time
Responsibilities
- Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.) to Trust Officers and Trust Administrative Officer II's.
- Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.
- Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.
- BS/BA degree preferred or equivalent Trust administrative experience required
- Paralegal studies with relevant legal and/or trust administrative and fiduciary support experience required
- Financial Institution experience focusing on high-net-worth Private Banking client service strongly preferred.
- 1st shift (United States of America)
- Hours Per Week: 40