Specialized Fiduciary Administrator I (SFA I)

Job Description

At Bank of America, our core purpose is to help make financial lives better through the power of every connection. We achieve this by driving Responsible Growth and consistently delivering for our clients, teammates, communities, and shareholders.

Being recognized as a Great Place to Work is fundamental to how we foster Responsible Growth. This commitment encompasses cultivating an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making a positive impact in the communities we serve.

Bank of America maintains an in-office culture with specific requirements for attendance, balanced with an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Join us at Bank of America to build a successful career, with abundant opportunities to learn, grow, and make a significant impact.

Specialized Fiduciary Administrator I (SFA I)

Location: Providence, RI

Job Description:

The Specialized Fiduciary Administrator I plays a crucial role in providing essential administrative and operational support to key stakeholders within the Private Bank space. This position involves performing routine administrative duties necessary for account administration and effectively serving client needs. Key expectations include acting as an additional point of contact for clients and fostering collaboration with various business partners.

Responsibilities:

• Assists with a variety of administrative and office management duties, including conducting account maintenance, preparing correspondence, monitoring and preparing reports, and managing orders for office supplies and equipment.
• Participates in special projects, prepares comprehensive reports, and supports ongoing research efforts.
• Supports the resolution of client issues and concerns, ensuring strict adherence to all established policies and procedures.
• Contributes to ensuring accounts consistently meet the fiduciary standard by complying with both internal policy guidelines and industry regulations.

Skills:

• Account Management
• Administrative Services
• Attention to Detail
• Client Management
• Problem Solving
• Referral Identification

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Additional Information:

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