Specialized Fiduciary Administrator II (SFA II), Estate Settlement
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Include a section only when posting has real, specific content for it. So we need to decide which sections have content. We have: - Intro paragraph about Bank of America mission, culture, etc. Could be "About the role" or maybe "About the role" is appropriate. It's not exactly about the role but about company. But we can treat as "About the role". It's substantive. - Then job title line: Specialized Fiduciary Administrator II (SFA II) Estate Settlement, Private Bank - Provides administrative support... That's description of role. Could be part of About the role. - Then "Job Responsibilities:" with bullet-like sentences. That's responsibilities. - Then "Qualifications:" list. - Then "Skills:" list. - Then "Minimum Education Requirement:" line. - Then "For internal employees: participation in a work from home posture does not make you eligible to post." That's internal note; maybe not needed? It's not boilerplate but it's a note. Could be part of Qualifications? Might be considered a note but not required. Probably we can drop as it's not substantive about job? It's eligibility note. Might be considered boilerplate? Not exactly EEO. Might keep as a paragraph under Qualifications? But instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is not exactly those. It's an internal eligibility note. Might keep as a note but not a section. Could be placed in a
after Qualifications. - Then "Shift: 1st shift (United States of America) Hours Per Week: 40". That's schedule info. So we can have a Schedule section. - No explicit Pay or Benefits mentioned. So we should not create those sections. Thus sections: About the role, Responsibilities, Qualifications, Skills, Schedule. Possibly also Minimum Education Requirement could be part of Qualifications (but we already have Qualifications). Could embed education within Qualifications. We must not repeat job title as heading. So no heading for the title. We need to use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail.
We need to remove duplicated lines. There's some duplication: The intro about Bank of America appears twice? Actually first paragraph then later "Job Description: At Bank of America, we are guided..." then later "Specialized Fiduciary Administrator II (SFA II) Estate Settlement, Private Bank - Provides administrative support..." then later "Job Responsibilities: The Specialized Fiduciary Administrator provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director." That's similar to earlier responsibilities but we need to keep all substantive info, not duplicate. We should deduplicate.
Let's extract unique substantive points.
First paragraph (mission): "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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!"
That's a lot. We'll keep as prose under About the role.
Then role description: "Specialized Fiduciary Administrator II (SFA II) Estate Settlement, Private Bank - Provides administrative support to Specialized Fiduciary Officers. Team Leaders, Group Manager and National Executive. Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services. Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.) and with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed. May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge Responsible for routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs. May be asked to participate in projects, prepare reports and conduct research. May act as a point of contact for clients and internal/external partners and as a backup for the Officers. The SFA II is supervised and supported by a Specialized Fiduciary Officer."
We can keep that as prose under About the role or maybe as part of Responsibilities? But we have a separate Responsibilities section later. To avoid duplication, we could merge the role description into About the role (company + role overview) and then Responsibilities section for specific duties.
Now Responsibilities section: The posting has "Job Responsibilities:" then a paragraph: "The Specialized Fiduciary Administrator provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director.The Specialized Fiduciary Administrator works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients. Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc.May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries. Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc.May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts."
We need to keep that as responsibilities. Could be turned into a list? The instruction: Use
- for any list of duties/requirements/benefits. This is prose but could be turned into list items for each duty. However we must preserve all substantive information; we can convert sentences into list items. That's acceptable as it's still preserving detail. Use
- for any list of duties. So we can make a
with each duty as - . Let's extract duties:
- Provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director.
- Works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients.
- Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc.
- May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries.
- Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc.
- May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts.
We could also include earlier duties from role description but those may duplicate. To avoid duplication, we should not repeat. However the earlier role description includes many duties like account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making/answering calls, writing letters/emails, participating in projects, preparing reports, conducting research, point of contact, backup for Officers. Those are similar to responsibilities list. To avoid duplication, we could keep only the responsibilities section (which already covers many). The earlier role description also includes coordinating with external partners (Attorneys, CPAs, etc.) and internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration). That's not in responsibilities list; we should include that as a duty. So we need to merge unique duties.
Let's compile a comprehensive list of duties from both sections, removing duplicates.
From role description:
- Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager and National Executive.
- Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services.
- Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.)
- Coordinates information and activities with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed.
- May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge.
- Responsible for routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs.
- May be asked to participate in projects, prepare reports and conduct research.
- May act as a point of contact for clients and internal/external partners and as a backup for the Officers.
- The SFA II is supervised and supported by a Specialized Fiduciary Officer.
From responsibilities section:
- Provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director.
- Works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients.
- Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc.
- May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries.
- Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc.
- May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts.
We see overlap. We'll combine unique items:
- Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, National Executive (or Settlement Officers, Managers, National Trust Settlement Director). We can phrase as "Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, National Executive, Settlement Officers, Managers, and the National Trust Settlement Director." But that's redundant. Better to keep generic: "Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, National Executive, Settlement Officers, Managers, and the National Trust Settlement Director." Might be okay.
- Works independently, but closely with Officers/Team Leaders/Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services.
- Coordinates information and activities with external business partners (Attorneys,
for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to remove duplicated lines. There's some duplication: The intro about Bank of America appears twice? Actually first paragraph then later "Job Description: At Bank of America, we are guided..." then later "Specialized Fiduciary Administrator II (SFA II) Estate Settlement, Private Bank - Provides administrative support..." then later "Job Responsibilities: The Specialized Fiduciary Administrator provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director." That's similar to earlier responsibilities but we need to keep all substantive info, not duplicate. We should deduplicate. Let's extract unique substantive points. First paragraph (mission): "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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!" That's a lot. We'll keep as prose under About the role. Then role description: "Specialized Fiduciary Administrator II (SFA II) Estate Settlement, Private Bank - Provides administrative support to Specialized Fiduciary Officers. Team Leaders, Group Manager and National Executive. Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services. Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.) and with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed. May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge Responsible for routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs. May be asked to participate in projects, prepare reports and conduct research. May act as a point of contact for clients and internal/external partners and as a backup for the Officers. The SFA II is supervised and supported by a Specialized Fiduciary Officer." We can keep that as prose under About the role or maybe as part of Responsibilities? But we have a separate Responsibilities section later. To avoid duplication, we could merge the role description into About the role (company + role overview) and then Responsibilities section for specific duties. Now Responsibilities section: The posting has "Job Responsibilities:" then a paragraph: "The Specialized Fiduciary Administrator provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director.The Specialized Fiduciary Administrator works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients. Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc.May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries. Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc.May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts." We need to keep that as responsibilities. Could be turned into a list? The instruction: Use
- for any list of duties/requirements/benefits. This is prose but could be turned into list items for each duty. However we must preserve all substantive information; we can convert sentences into list items. That's acceptable as it's still preserving detail. Use
- for any list of duties. So we can make a
- with each duty as
- . Let's extract duties: - Provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director. - Works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients. - Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc. - May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries. - Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc. - May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts. We could also include earlier duties from role description but those may duplicate. To avoid duplication, we should not repeat. However the earlier role description includes many duties like account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making/answering calls, writing letters/emails, participating in projects, preparing reports, conducting research, point of contact, backup for Officers. Those are similar to responsibilities list. To avoid duplication, we could keep only the responsibilities section (which already covers many). The earlier role description also includes coordinating with external partners (Attorneys, CPAs, etc.) and internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration). That's not in responsibilities list; we should include that as a duty. So we need to merge unique duties. Let's compile a comprehensive list of duties from both sections, removing duplicates. From role description: - Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager and National Executive. - Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services. - Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.) - Coordinates information and activities with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed. - May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge. - Responsible for routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs. - May be asked to participate in projects, prepare reports and conduct research. - May act as a point of contact for clients and internal/external partners and as a backup for the Officers. - The SFA II is supervised and supported by a Specialized Fiduciary Officer. From responsibilities section: - Provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director. - Works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients. - Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc. - May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries. - Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc. - May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts. We see overlap. We'll combine unique items: - Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, National Executive (or Settlement Officers, Managers, National Trust Settlement Director). We can phrase as "Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, National Executive, Settlement Officers, Managers, and the National Trust Settlement Director." But that's redundant. Better to keep generic: "Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, National Executive, Settlement Officers, Managers, and the National Trust Settlement Director." Might be okay. - Works independently, but closely with Officers/Team Leaders/Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services. - Coordinates information and activities with external business partners (Attorneys,
- for any list of duties. So we can make a