Specialized Fiduciary Officer II, IRA
3 weeks ago
Job Title: Specialized Fiduciary Officer II, IRA - Trust Administration
Job Summary:
Bank of America is seeking a highly skilled Specialized Fiduciary Officer II, IRA - Trust Administration to join our team. As a key member of our fiduciary services team, you will be responsible for administering trusteed individual retirement accounts (TIRAs) to ensure accurate and efficient account/client service.
Key Responsibilities:
- Administer TIRA accounts to ensure compliance with internal policy and industry regulations.
- Manage and mitigate fiduciary risks while addressing client issues and concerns.
- Coordinate information and activities with external and internal support business partners as needed.
- May be accountable for managing mid-level, fairly complex situations that require retirement technical expertise and Private Bank systems knowledge.
Requirements:
- BS/BA or equivalent experience preferred.
- 3-5 years of individual retirement account or Private Bank administrative or trust experience preferred.
- Private Bank and Merrill systems experience a plus.
About Bank of America:
Bank of America is a leading financial institution committed to helping our clients achieve their financial goals. We offer a dynamic and inclusive work environment that values diversity, equity, and inclusion. If you are a motivated and detail-oriented individual with a passion for fiduciary services, we encourage you to apply for this exciting opportunity.
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