Job Description: The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. TAs are trust product experts who act as an additional point of contact for clients and/or as a backup for client-facing Trust Officers. The TSA will coordinate the internal delivery of trust services through the appropriate channels within the Fiduciary Services and/or Trust Operations groups Additionally, TAs will seek out new business opportunities from existing books of business and assist other service associates as needed. Job Responsibilities: Transaction Processing and Management Specialized Fiduciary Transactions Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment UPIA, Equitable Adjustments and 65 Day Tax In addition to the ability to deliver generalist support, part of the Client Team actively supporting Senior Trust Officers and Trust Officers to meet clients' trust needs and expectations Discretionary and action matters Generation Skipping Tax – Processing Serve as an additional point of contact to clients and/or as backup for the Trust Officers Complex party maintenance Administrative duties as required Money Movement (Trust) Support initial review of IPS process Asset Transfer - complex Account Pay Service Provider Administrative Review (IM&T) Job Requirements: Minimum of 4-5 years experience with a financial institution focusing on high net worth client service and sales Ability to successfully complete assessment of critical skills BS/BA degree in Business, Finance, Economics or Law desired Ability to obtain and maintain SAFE Act registration Job Details: Company: Bank of America Vacancy Type: Full Time Job Location: Miami, FL, US Application Deadline: N/A Apply Here vacancyvite.com
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