Delaware Trust Administrative Officer I (DE TAO I)
Bank of America
Delaware Trust Administrative Officer I (DE TAO I) Location: Wilmington, DE The DE TAO I teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Acts as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, primarily trust/fiduciary‑related, including PACE/Trust Web accounting transactions, deposits/transfers, etc. Responsibilities Serve as a Trust product expert providing administrative support and acting as a point of contact within the client relationship team. Provide critical client service and support, such as assistance with account administration, funds transfers, tax requests, accounting system coding, letter generation, account opening/closing, phone coverage, etc., to Trust Officers and Trust Administrative Officer IIs. Support secondary responsibilities of document review and interpretation, discretionary actions within Trust engagements, client retention, etc., over time. Qualifications BS/BA degree in Finance, Economics, Business Administration/Management, or equivalent experience (high school diploma/GED minimum). Paralegal studies with relevant legal and/or trust administrative experience preferred. Financial institution experience focusing on high net worth client service required. Ability to perform at a high level in a fast‑paced team environment and ensure adherence to internal policies and legal/regulatory requirements. Skills Account Management Attention to Detail Client Management Customer and Client Focus Data Management Active Listening Collaboration Critical Thinking Prioritization Relationship Building Mentoring Oral Communications Organizational Effectiveness Problem Solving Written Communications Work Hours Shift: 1st shift (United States of America) Hours Per Week: 40 Privacy Statement Privacy Statement: #J-18808-Ljbffr Bank of America
Vacancy posted 1 day ago
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