Specialized Fiduciary Officer ; SFO

Specialized Fiduciary Officer I (SFO I)

Boston, Massachusetts

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** Bank of America employees are required to meet all*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
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** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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-2)

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* Job Description:

*
* 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!

** Specialized Fiduciary Officer I (SFO I), Private Banking, Boston**  **-*
* This job is responsible for assisting in ensuring all documents are properly completed and comply with policy guidelines and industry regulations. Key responsibilities include supporting improvements to manage, control, and mitigate fiduciary risk, while working closely with team members to drive consistency in approach and results. Job expectations include assisting in administration of trust accounts and having knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures.

** Qualifications**
- BS/BA degree preferred in a business related field

2-3 yrs. experience working with high net worth clients required specific to the Private Banking and Merrill Lynch divisions. In addition to specific Trust and Fiduciary services work experience required of the qualified candidate.

** Responsibilities**  **:*
* + Supports improvements to the bank's ability to manage, control, and mitigate fiduciary risk

+ Supports administrative reviews of trust accounts to drive consistency in approach and results

+ Supports activities that ensure accounts are in line with the fiduciary standard by complying with policies and industry regulations

+ Supports mitigating fiduciary risks, while addressing client issues and concerns

** 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

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent

For internal employees: participation in a work from home posture does not make you eligible to post.

** Shift:*
* 1st shift (United States of America)

** Hours Per Week:*
* 40

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, 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.

View your  **"Know your Rights (https://(Use the "Apply for this Job" box below). EEOC Know Your Rights
6.12.pdf) "
** poster.

** View the LA County Fair Chance Ordinance () .*
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