IRA Trust Specialist — Private Bank Fiduciary Officer II
Bank of America
Bank of America in Atlanta seeks a Specialized Fiduciary Officer II to administer Trusteed IRAs and deliver precise, relationship-focused client service. You will work with Private Bank clients, Merrill systems, and internal teams to support fiduciary accounts, risk management, and ongoing account administration, with a strong emphasis on detail and service quality. Minimum education is a high school diploma or equivalent; prior private bank experience is preferred; this role is on-site and #J-18808-Ljbffr Bank of America
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Job Description:At Bank of America, we are guided by... ...America is committed to an in-office culture that supports... .../Credit Underwriter II (SCU/CUII) partners closely... ..., family offices, trusts, and specialized wealth... ..., unsecured, insurance, private equity, and subscription...PrivateFull timeWork at officeFlexible hoursDay shift$120k - $150k
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Job Summary The Account Manager II, Physician & Leadership role is the primary contact... ...Physical Requirements Work is performed in an office/home office environment. Team members must... ...Respect Passion Continuous Improvement Trust Customer Focus Innovation #J-18808-Ljbffr...Hourly payWork experience placementWork at officeHome office- ...of the fastest-growing private companies, and recognition... ...stakeholders, sourcing specialists, suppliers, and... ...Partnership Build trusted relationships with client... ...proficiency in Microsoft Office, particularly Excel and... ...Program ~401k and Roth IRA ~ Generous PTO...PrivateFull timeWork at officeLocal areaOverseas
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- ...administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including... ..., estate planning, and banking goals and objectives.4.... ...the Fiduciary Services, Private Wealth, or Institutional... ...including standard Microsoft Office products and database...PrivateFull timePart timeWork at officeFlexible hoursShift workDay shift
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- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington... ...coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties & Responsibilities Responsible...Private
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