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Trust Administrative Officer II (New York, NY)

Company: Bank of America
Location: New York
Posted on: February 16, 2020

Job Description:

Trust Administrative Officer II (New York, NY)New York, New YorkJob Description:Business OverviewBank 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.The Private Bank as 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. Employs more than 4,100 professionals and maintains 135 offices in 33 states.Job DescriptionPrimary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the Private Banking 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. Performs administrative duties such as typing, filing, copying, etc. Secondary responsibility for identifying new business opportunities from existing book of business. Non-licensed associate.Qualifications :

  • Candidates must have the ability to perform at a high level in a fast paced team environment
  • Must have direct experience in personal financial services, preferably in fiduciary wealth management or legal environment
  • Self Starter, comfortable working in a large corporation
  • Strong clerical/administrative experience (Word, Excel, Powerpoint)
  • Able to work with high demanding Private Client Associates
  • Sense of urgency & not afraid to ask questions
  • BS/ BA degree, paralegal or relevant legal and/or trust administrative experienceShift:1st shift (United States of America)Hours Per Week:40Full timeJR-20008795Manages People: NoTravel: NoTalent Acquisition Contact:Referral Bonus:Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.To view the "EEO is the Law" poster, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf .To view the "EEO is the Law" Supplement, CLICK HERE at https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf .Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.To view Bank of Americas Drug-free workplace and alcohol policy, CLICK HERE .

Keywords: Bank of America, New York , Trust Administrative Officer II (New York, NY), Administration, Clerical , New York, New York

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