Fiduciary Specialist I
Location: Charlotte, NC Open
Position Number: 14762
Job Status: Full Time
Position: Fiduciary Specialist I
Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers, portfolio managers and other support areas in defining client’s requirements including legal and tax aspects, coordinating the service fulfillment and expanding book of relationships. Responsible for the compliance of policy and procedure and risk management of fiduciary account book. Non-licensed associate.
Minimum of 3 to 5 years administering personal trust accounts. Demonstrated oral, written, and presentation communication skills. Good organizational skills. Is able to work in a multi-task environment with minimum supervision while demonstrating teamwork amongst other associates. Is computer literate. Only those meeting the minimum qualifications for this position will be considered and contacted.
If you meet or surpass these criteria please e-mail or fax Your resume with cover letter:
Bank of America is an EOE, M/F/D/V.