Specialized Fiduciary Officer II
Company: Bank of America
Location: Richmond
Posted on: April 1, 2026
|
|
|
Job Description:
Job Description: At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. We do this by driving Responsible Growth and
delivering for our clients, teammates, communities and shareholders
every day. Being a Great Place to Work is core to how we drive
Responsible Growth. This includes our commitment to being an
inclusive workplace, attracting and developing exceptional talent,
supporting our teammates’ physical, emotional, and financial
wellness, recognizing and rewarding performance, and how we make an
impact in the communities we serve. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. At Bank of America, you can build a successful
career with opportunities to learn, grow, and make an impact. Join
us! Job Description: This job is responsible for ensuring that all
documents are properly completed and comply with the bank's
internal policy guidelines and industry regulations. Key
responsibilities include improving the bank's ability to manage,
control, and mitigate fiduciary risk and working closely with team
members to drive consistency in approach and results. Job
expectations include administering trust accounts and having
knowledge of fiduciary laws, regulations, standards of management,
and internal fiduciary policies and procedures. Responsibilities:
Serves as technical expert for the team, sharing knowledge of
fiduciary laws, regulations, standards of management, and internal
fiduciary policies and procedures Completes administrative reviews
of trust accounts to drive consistency in approach and results
Administers and ensures accounts are in line with the fiduciary
standard by complying with internal policy and industry regulations
Manages, controls, and mitigates fiduciary risks, while addressing
client issues and concerns Desired Skills: Fiduciary, Trust, or
Estate Settlements experience CTFA 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 Process Simplification Referral Identification
Minimum Education Requirement: High School Diploma / GED /
Secondary School or equivalent Shift: 1st shift (United States of
America) Hours Per Week: 40
Keywords: Bank of America, Newport News , Specialized Fiduciary Officer II, Administration, Clerical , Richmond, Virginia
