Specialized Fiduciary Administrator II (SFA II), Estate Settlement Services Provides administrative support to Specialized Fiduciary Officers. Team Leaders, Group Manager and National Executive. Works independently, but closely with Officers and Team Leaders to ensure accurate and efficient delivery of services. Coordinates information and activities with external business partners (Attorneys, CPAs, Fiduciary Accountants, third party vendors, etc.) and with internal support partners (FAs, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) as needed. May be accountable for managing the smaller, less complex situations that require a lesser degree of technical expertise and knowledge Responsible for routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, copying, ordering supplies, making and answering telephone calls, writing routine letters/e-mails and other tasks as required to administer accounts and serve client needs. May be asked to participate in projects, prepare reports and conduct research. May act as a point of contact for clients and internal/external partners and as a backup for the Officers. The SFA II is supervised and supported by a Specialized Fiduciary Officer.
Job Responsibilities:
The Specialized Fiduciary Administrator provides administrative support to Settlement Officers, Managers, and the National Trust Settlement Director. The Specialized Fiduciary Administrator works independently, but closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services to clients. Coordinates information and activities with internal partners; Administrative Resource Team (ART), Compliance, Fiduciary Tax Services, Specialty Asset Management (SAM), Trust Operations, Fiduciary Tax Services (Tax), etc. May act as point of contact to clients and external partners as a backup for Settlement Officers, including but not limited to trust beneficiaries. Responsible for routine administrative duties such as account maintenance, money movement, optical imaging, client verification, file retrieval, preparing, mailing, and tracking settlement packets, responding to verbal and written inquiries, etc. May be asked to participate in projects and conduct research on a variety of topics including but not limited to previously closed accounts.
Qualifications:- BS/BA degree or equivalent experience
- Paralegal experience/training preferred
- Prior trust, estate or tax experience preferred
- Strong communication and organizational skills
- Ability to work in a fast-paced environment where multi-tasking and prioritization is a necessity
- Works well as an individual contributor and member of a team
- Proficient use of Microsoft Office
- Ability to learn and apply new technology and systems
Skills: Attention to Detail
Business Continuity Management Problem Solving Process Simplification Risk Management Account Management Active Listening Administrative Services Client Management Referral Identification Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees: participation in a work from home posture does not make you eligible to post.
Shift: 1st shift (United States of America)
Hours Per Week:
40 Pay Transparency detailsUS - DC - Washington - 1800 K St NW - 1800 K Street NW (DC1842), US - VA - Richmond - 1111 E MAIN ST - BANK OF AMERICA CENTER (VA2300) Pay range$27.30 - $37.69 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits:
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
