Specialized Fiduciary Administrator II - Estate Settlement Services
Company: Disability Solutions
Location: Boca Raton
Posted on: October 3, 2024
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Job Description:
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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Specialized Fiduciary Administrator II, Estate
Settlement Services - This job is responsible for providing
administrative support to trust teams, conducting routine
administrative duties, such as performing account maintenance,
processing transactions, file retrieval, optical imaging, filing,
ordering supplies, making and answering telephone calls, writing
routine letters/emails and other tasks as required to administer
accounts and service client needs. Job expectations may include
leading or participating in projects, preparing reports and
conducting research, and acting as a point of contact for clients
and internal/external partners.Responsibilities:Manages all
administrative and office management duties, such as conducting
account maintenance and preparing letters, monitoring and preparing
reports, and ordering office supplies such as equipmentOversees and
provides guidance on day-to-day activities of the teamOversees
incoming and outgoing mail, while managing and overseeing a
centralized mailbox for accountsAddresses client issues and
concerns in partnership with the Specialized Fiduciary Officers,
while adhering to the bank's policies and proceduresSkills:
Keywords: Disability Solutions, Plantation , Specialized Fiduciary Administrator II - Estate Settlement Services, Other , Boca Raton, Florida
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