Specialized Fiduciary Officer I (SFO I)
Bank of America · Boston, MA · 3 mo ago
OTHRFull-time
Responsibilities
- Supports improvements to the bank's ability to manage, control, and mitigate fiduciary risk
- Sustains administrative reviews of trust accounts to drive consistency in approach and results
- Ensures accounts are in line with the fiduciary standard by complying with policies and industry regulations
- Mitigates fiduciary risks, while addressing client issues and concerns
Qualifications
- BS/BA degree preferred in a business related field
- 2-3 years experience working with high net worth clients required, specifically in the Private Banking and Merrill Lynch divisions
- Specific experience with Trust and Fiduciary services required
Skills
- Attention to Detail
- Customer and Client Focus
- Problem Solving
- Relationship Building
- Risk Management
- Account Management
- Administrative Services
- Client Management
- Issue Management
- Active Listening
- Candidate Screening
- Prioritization
- Process Simplification
- Referral Identification
Benefits
Bank of America offers a comprehensive benefits package including health insurance, retirement plans, and paid time off.
Pay
The pay for this position is commensurate with experience.
Schedule
This position operates on a 1st shift schedule in the United States.