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Specialized Fiduciary Officer II
Job in
Richmond, Henrico County, Virginia, 23274, USA
Listed on 2026-06-07
Listing for:
Bank of America
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Financial Compliance
Job Description & How to Apply Below
Richmond, Virginia
** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-2)
** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge (
-2)
Refer a friend
** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-2)
** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge (
-2)
*
* 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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
*
* Job Description:
*
* This job is responsible for ensuring that all documents are properly completed and comply with the bank's internal policy guidelines and industry regulations. Key responsibilities include improving the bank's ability to manage, control, and mitigate fiduciary risk and working closely with team members to drive consistency in approach and results. Job expectations include administering trust accounts and having knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures.
** Responsibilities:*
* + Serves as technical expert for the team, sharing knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures
+ Completes administrative reviews of trust accounts to drive consistency in approach and results
+ Administers and ensures accounts are in line with the fiduciary standard by complying with internal policy and industry regulations
+ Manages, controls, and mitigates fiduciary risks, while addressing client issues and concerns
** Desired
Skills:
*
* + Fiduciary, Trust, or Estate Settlements experience
+ CTFA
*
* 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
** 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 () .*
* 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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the…
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