Ghr
Specialized Fiduciary Officer I (SFO I)
Boston
Sponsorship not specified$65k-$82kDetected 7 days ago
Account ManagementRecruitingLeadershipCollaborationProblem Solving
About the role
- We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
- These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
- Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
Responsibilities
- Supports improvements to the bank's ability to manage, control, and mitigate fiduciary risk
- Supports administrative reviews of trust accounts to drive consistency in approach and results
- Supports mitigating fiduciary risks, while addressing client issues and concerns
- Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth.
- We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success.
- Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
- At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
- This job is responsible for assisting in ensuring all documents are properly completed and comply with policy guidelines and industry regulations.
- include supporting improvements to manage, control, and mitigate fiduciary risk, while working closely with team members to drive consistency in approach and results.
Requirements
- BS/BA degree preferred in a business related field
- 2-3 yrs. experience working with high net worth clients required specific to the Private Banking and Merrill Lynch divisions.
- In addition to specific Trust and Fiduciary services work experience required of the qualified candidate.
Skills
- Attention to Detail
- Customer and Client Focus
- Problem Solving
- Relationship Building
- Risk Management
- Account Management
- Administrative Services
- Client Management
- Issue Management
- Active Listening
- Candidate Screening
- Prioritization
Compensation
- $64,800.00 - $81,600.00 annualized salary, 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.
- Pay Transparency details
- Pay and benefits information
Benefits
- This role is currently benefits eligible.
- We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Company info
- Supports activities that ensure accounts are in line with the fiduciary standard by complying with policies and industry regulations
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
This listing is sourced directly from Ghr's careers page and normalized into a canonical job model.