Specialized Fiduciary Administrator I (SFO I), Fiduciary Tax

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Specialized Fiduciary Administrator I (SFA I), Fiduciary Tax, Private Bank-

This job is responsible for providing administrative support to key Fiduciary Tax Accountants in the Private Bank space. Key responsibilities include providing operational support, performing routine administrative duties required to administer accounts and serve client needs. Job expectations include serving as an additional point of contact for clients, and collaborating with business partners.

Responsibilities:

• Assists in administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies and equipment
• Participates in projects, prepares reports, and supports research efforts
• Supports addressing client issues and concerns, while adhering to policies and procedures
• Assists with ensuring accounts are in line with the fiduciary standard by complying with internal policy and industry regulations
• Prior Fiduciary or tax support experience required of the qualified candidate

Skills:

• Account Management
• Administrative Services
• Attention to Detail
• Client Management
• Problem Solving
• 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:

1st shift (United States of America)

Hours Per Week: 

40