U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.
U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.
Primary responsibility for performing service and fulfillment activities to meet trust client needs and expectations within the US Trust group. Trust product expert who acts as an additional point of contact for clients and/or as a backup for client-facing trust officers. Provides high level administrative support to client facing Private Bank officers and performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Secondary responsibility for identifying new business opportunities from existing book of business. Non-licensed associate.
Candidates must have the ability to perform at a high level in a fast paced team environment
Must have direct experience in personal financial services, preferably in fiduciary wealth management environment
Self Starter, comfortable working in a large corporation
Strong clerical/administrative experience (Word, Excel, Powerpoint)
Able to work with high demanding Private Client Associates
Sense of urgency & not afraid to ask questions
Posting Date: 10/12/2018
Location: Richmond, VA, BANK OF AMERICA CENTER, 1111 E MAIN ST, - United States
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Bank Of America Corporation