Bank of America Trust Administrative Officer I- Boston in Boston, Massachusetts

Job Description:

Business Overview:

U.S. Trust, Bank 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.

U.S. Trust is 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. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description:

Responsibility for initially performing core service support and fulfillment activities to meet U.S. Trust’s Trust and Investment Management client needs and expectations. Trust product expert who acts as an administrative support resource but can also over time serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc.

Qualifications:

  • Candidates must have the ability to perform at a high level in a fast paced team environment

  • Preferred a BS/BA degree in the areas of Finance, Economics and Business Management and/or Administration or paralegal studies with relevant legal and/or trust administrative experience

Posting Date : 05/08/2018

Location :

Boston, MA, 100 FEDERAL ST (MA5100),

  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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