Specialized Fiduciary Officer I (SFO I)

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.
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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:

Hours Per Week: