Trust Admin Officer I (Hartford, CT)

Job description

Job description

Job Description:

Business Overview

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients' wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description

Teams with Trust Officer, who manages a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact for high net worth clients. Performs duties related to administration of trusts, including money movement, interpretation and review of documents for compliance, and other non-fiduciary related activities. Works as part of team with investment, sales and tax groups to provide the full client experience. Performs some administrative duties such as typing, filing, copying and imaging. Non-licensedassociate.  Experience working with Excel, Word and Outlook, Good communication and teamwork skills. Ability to work independently in a multi-task environment. Ability to take ownership for solving problems and to make sound decisions within area of responsibility. Ability to work with urgency in responding to client requests, to develop personal rapport with clients and to treat clients in courteous and respectful manner. Excel in organization and time-management skills. Detail oriented.

Required skills:

Strong interpersonal skills

Ability to collaborate with team members

Proven customer service skills and the ability to resolve problems independently or escalate as needed

Ability to build solid relationships with team members, business partners and specialists in order to bring US Trust to clients

Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements

Applies critical thinking and problem solving skills

Strong organizational skills including the ability to manage multiple responsibilities, prioritize, manage time and work at the appropriate pace to deliver results

Strong communication skills (including verbal, nonverbal, written and presentation)

Active listening skills

Careful attention to detail

Proficiency in basic computer skills (Word, Excel, PowerPoint)

Desired skills:

Knowledge of wealthmanagement/investmentservices

Paralegal and/or BS/BA preferred

Desired profile

Required skills:

Strong interpersonal skills

Ability to collaborate with team members

Proven customer service skills and the ability to resolve problems independently or escalate as needed

Ability to build solid relationships with team members, business partners and specialists in order to bring US Trust to clients

Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements

Applies critical thinking and problem solving skills

Strong organizational skills including the ability to manage multiple responsibilities, prioritize, manage time and work at the appropriate pace to deliver results

Strong communication skills (including verbal, nonverbal, written and presentation)

Active listening skills

Careful attention to detail

Proficiency in basic computer skills (Word, Excel, PowerPoint)

Desired skills:

Knowledge of wealthmanagement/investmentservices

Paralegal and/or BS/BA preferred