Specialized Fiduciary Administrator II (SFA II) – Trust Settlement Services

Bank of America
Published
December 26, 2021
Location
Jacksonville, FL
Category
Job Type

Description

Job Description:

Provides administrative support to Trust Settlement Officers, Team Leader, and National Executive. Works independently, but closely, with Trust Settlement Officers and Team Leader to ensure accurate and efficient delivery of services to clients. Coordinates information and activities with external partners (Attorneys, CPAs, and Fiduciary Accountants) and internal partners (Tax, Compliance, SAM, ART, etc.) as needed. May act as a point of contact to clients and external partners as a backup for the Trust Settlement Officers. Responsible for typical routine administrative duties such as account maintenance, PACE transactions, file retrieval, optical imaging, telephone calling, and writing routine letters/e-mails. May be asked by the Team Leader or National Executive to participate in projects, to maintain Trust Settlement database and reports, and to conduct research on previously closed accounts. Proficient use of Microsoft Office products required. Ability to learn and apply new technology and computer systems required. Strong communication and organizational skills required. Candidate must possess ability to work in a fast-paced environment where multitasking is a necessity. Works well as an individual contributor as well as a member of a team. Paralegal training and BS/BA or equivalent experience helpful. Non-licensed associate.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

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Job Description:

Provides administrative support to Trust Settlement Officers, Team Leader, and National Executive. Works independently, but closely, with Trust Settlement Officers and Team Leader to ensure accurate and efficient delivery of services to clients. Coordinates information and activities with external partners (Attorneys, CPAs, and Fiduciary Accountants) and internal partners (Tax, Compliance, SAM, ART, etc.) as needed. May act as a point of contact to clients and external partners as a backup for the Trust Settlement Officers. Responsible for typical routine administrative duties such as account maintenance, PACE transactions, file retrieval, optical imaging, telephone calling, and writing routine letters/e-mails. May be asked by the Team Leader or National Executive to participate in projects, to maintain Trust Settlement database and reports, and to conduct research on previously closed accounts. Proficient use of Microsoft Office products required. Ability to learn and apply new technology and computer systems required. Strong communication and organizational skills required. Candidate must possess ability to work in a fast-paced environment where multitasking is a necessity. Works well as an individual contributor as well as a member of a team. Paralegal training and BS/BA or equivalent experience helpful. Non-licensed associate.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:
Provides administrative support to Trust Settlement Officers, Team Leader, and National Executive. Works independently, but closely, with Trust Settlement Officers and Team Leader to ensure accurate and efficient delivery of services to clients. Coordinates information and activities with external partners (Attorneys, CPAs, and Fiduciary Accountants) and internal partners (Tax, Compliance, SAM, ART, etc.) as needed. May act as a point of contact to clients and external partners as a backup for the Trust Settlement Officers. Responsible for typical routine administrative duties such as account maintenance, PACE transactions, file retrieval, optical imaging, telephone calling, and writing routine letters/e-mails. May be asked by the Team Leader or National Executive to participate in projects, to maintain Trust Settlement database and reports, and to conduct research on previously closed accounts. Proficient use of Microsoft Office products required. Ability to learn and apply new technology and computer systems required. Strong communication and organizational skills required. Candidate must possess ability to work in a fast-paced environment where multitasking is a necessity. Works well as an individual contributor as well as a member of a team. Paralegal training and BS/BA or equivalent experience helpful. Non-licensed associate.
Shift:

1st shift (United States of America)

Hours Per Week: 

40

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