Delaware Trust Administrative Officer II (DE TAO II)
On-siteWilmington, North Carolina, United States
Job Summary
Provide critical administrative client service and support to Delaware Trust Officers, including assistance with account administration, funds transfers, tax requests, and accounting system coding. Generate letters, manage account openings and closures, and handle phone coverage as a backup point of contact for client-facing Trust Officers. Execute PACE/Trust Web accounting transactions and perform general administrative duties such as typing, filing, and copying. Over time, responsibilities may expand to include document review, interpretation, discretionary actions within trust engagements, and client retention efforts. This role supports the Delaware Trust Officers in managing fiduciary relationships and meeting client expectations within Bank of America's Wilmington office.
Required Qualifications
- BS/BA degree preferred or equivalent Trust administrative experience required
- Paralegal studies with relevant legal and/or trust administrative and fiduciary support experience required
- High School Diploma / GED / Secondary School or equivalent
- Ability to perform at a high level in a fast-paced team environment
- Ensure adherence to all internal policies and compliance to legal and regulatory requirements
- Shift: 1st shift
- Hours Per Week: 40
Desired Qualifications
- Trust administrative experience required
- Financial Institution experience focusing on high-net-worth Private Banking client service strongly preferred
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