Specialized Fiduciary Officer II, IRA

3 weeks ago


Rapid City, South Dakota, United States Bank of America Full time

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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