Specialized Fiduciary Administrator II, Estate Settlement Services
2 months ago
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:
Asset set up and management
Acts as a vault custodian
Skills:
Attention to DetailBusiness Continuity ManagementProblem SolvingProcess SimplificationRisk ManagementAccount ManagementActive ListeningAdministrative ServicesClient ManagementReferral Identification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
We have other current jobs related to this field that you can find below
-
Los Angeles, California, United States Merrill Full timeJob 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...
-
Trusts & Estates Paralegal
3 weeks ago
Los Angeles, United States Corporate Solutions Tech Full timeJob DescriptionJob DescriptionWhat you will be doing: Responsible for day-to-day tasks related to estate planning and trust administrationDocument preparation and reviewLegal researchCommunication with clientsPreparation of accountings for both estates and trustsDrafting of estate planning documents, including wills, living trusts, irrevocable trusts and...
-
Trusts & Estates Paralegal #ESF2370
1 month ago
Los Angeles, United States ExpertHiring Full timeJob DescriptionJob DescriptionWhat is it for you:Offers comprehensive legal services nationwide.Specializes in business, construction, corporate, intellectual property, labor, litigation, real estate, and trusts.Serves aviation, cannabis, cyber tech, energy, entertainment, healthcare, hospitality, and life sciences sectors.outstanding benefit packages and a...
-
Trusts & Estates Paralegal #ESF2370
2 months ago
Los Angeles, United States ExpertHiring Full timeJob Description What is it for you: Offers comprehensive legal services nationwide. Specializes in business, construction, corporate, intellectual property, labor, litigation, real estate, and trusts. Serves aviation, cannabis, cyber tech, energy, entertainment, healthcare, hospitality, and life sciences sectors. outstanding benefit packages and a...
-
Senior Trust Officer
3 weeks ago
Los Gatos, United States Kinect Full timeThe Sr. Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business. Duties and Responsibilities Estate settlement and Trust Administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, process...
-
Senior Trust Officer
4 weeks ago
Los Gatos, United States Kinect Full timeThe Sr. Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.Duties and ResponsibilitiesEstate settlement and Trust Administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, process...
-
Senior Trust Officer
4 weeks ago
Los Gatos, United States Kinect Full timeThe Sr. Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.Duties and ResponsibilitiesEstate settlement and Trust Administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, process...
-
Client Advisor
3 weeks ago
Los Angeles, United States International Search Consultants Full timeClient Advisor/Fiduciary Advisor Location: South Pasadena, CA and Newport Beach, CA ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client...
-
Client Advisor
2 months ago
Los Angeles, United States International Search Consultants Full timeClient Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CA ISC's team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and expand. The Client Advisor will...
-
Settlement Attorney #ESF3558
2 weeks ago
Los Angeles, United States ExpertHiring Full timeJob DescriptionJob DescriptionTop Reasons to work with our client:Paid Sick Time-Off!Paid Holidays Off!Health Insurance Benefits!Retirement savings benefits!Competitive salary rates!Training!Team social events!Fully-paid parking!Discretionary 2-weeks vacation time-off!Quarterly bonus incentives!Flexible work arrangements!While we prefer our associates to...
-
Real Estate Agent
2 months ago
Los Angeles, United States Lyon Stahl Investment Real Estate Full timeJob DescriptionJob DescriptionLyon | Stahl Investment Real Estate is a fast-growing commercial real estate brokerage located in El Segundo, CA. We specialize in multi-family investment real estate in the Beach Cities, South Bay, Westside, and Harbor areas.We’re looking for ambitious, self-motivated, career-driven real estate agents prepared to work in a...
-
Real Estate Agent
2 months ago
Los Angeles, United States Lyon Stahl Investment Real Estate Full timeJob DescriptionJob DescriptionLyon | Stahl Investment Real Estate is a fast-growing commercial real estate brokerage located in El Segundo, CA. We specialize in multi-family investment real estate in the Beach Cities, South Bay, Westside, and Harbor areas.We’re looking for ambitious, self-motivated, career-driven real estate agents prepared to work in a...
-
Real Estate Agent
2 months ago
Los Angeles, United States Lyon Stahl Investment Real Estate Full timeJob DescriptionJob DescriptionLyon | Stahl Investment Real Estate is a fast-growing commercial real estate brokerage located in West LA, CA. We specialize in multi-family investment real estate in the Beach Cities, South Bay, Westside, and Harbor areas.We’re looking for ambitious, self-motivated, career-driven real estate agents prepared to work in a fast...
-
Trust Officer
1 month ago
Los Angeles, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...
-
Real Estate Lawyer
3 weeks ago
Los Angeles, United States Probate, Inheritance & Foreclosure Lawyer Full timeJob DescriptionJob DescriptionJob Description: We are looking for a qualified lawyer who has passed the Bar exam and holds a license to practice in California. While previous experience is not required, the ideal candidate will be enthusiastic about learning and managing cases from inception to resolution. Responsibilities include client consultations, case...
-
Trust Officer
1 month ago
Los Angeles, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...
-
Real Estate Lawyer
3 weeks ago
Los Angeles, United States Probate, Inheritance & Foreclosure Lawyer Full timeJob DescriptionJob DescriptionJob Description: We are looking for a qualified lawyer who has passed the Bar exam and holds a license to practice in California. While previous experience is not required, the ideal candidate will be enthusiastic about learning and managing cases from inception to resolution. Responsibilities include client consultations, case...
-
Real Estate Administrative Assistant
4 weeks ago
Los Gatos, United States The Mary Clark Team at Intero Real Estate Services Full time**Real Estate Executive Administrative Assistant** **Location**:Mixture of reporting to the Los Gatos Intero Real Estate office location, local client home sites, performing errands. **Travel**:Local & Potential Convention Travel **Position**:Full Time **Hours**:8:30am - 5pm Mon-Fri and as needed **Vacation & Sick Days**:Vacation & Sick Time...
-
Trust Officer
1 month ago
Los Angeles, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary...
-
Trust Officer
1 month ago
Los Angeles, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary...
