Specialized Fiduciary Officer II

Job Overview

Bank of America is seeking a fiduciary trust account specialist to manage, control, and mitigate fiduciary risk and ensure compliance with internal policy and industry regulations.

• Ensure all documents are properly completed and compliant with bank policies and industry regulations.
• Administer trust accounts and conduct administrative reviews to drive consistency.
• Serve as technical expert, sharing knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures.
• Manage, control, and mitigate fiduciary risks while addressing client issues and concerns.
• Ensure accounts are in line with fiduciary standards by complying with internal policy and industry regulations.

• Experience in fiduciary, trust or estate settlements.
• Strong 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.