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Specialized Fiduciary Administrator II (SFA II), Fiduciary Tax Services (FTS)
Bank of America
placeJacksonville
Posted on Bank of America website on 16 Apr 2025 (4 days ago)
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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 a diverse and 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!

Specialized Fiduciary Administrator II (SFA II), Fiduciary Tax Services (FTS) -

This job is responsible for providing administrative support to our Fiduciary tax accounting team, conducting routine administrative duties, such as performing account maintenance, processing transactions, file retrieval, optical imaging, filing, ordering supplies, making and answering telephone calls, writing routine letters/emails and other tasks as required to administer accounts and service client needs. Job expectations may include leading or participating in projects, preparing reports and conducting research, and acting as a point of contact for clients and internal/external partners.

Responsibilities:

  • Manages all administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies such as equipment
  • Oversees and provides guidance on day-to-day activities of the team
  • Oversees incoming and outgoing mail, while managing and overseeing a centralized mailbox for accounts
  • Addresses client issues and concerns in partnership with the Specialized Fiduciary Officers, while adhering to the bank's policies and procedures

Skills:

  • Attention to Detail
  • Business Continuity Management
  • Problem Solving
  • Process Simplification
  • Risk Management
  • Account Management
  • Active Listening
  • Administrative Services
  • Client Management
  • Referral Identification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40
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The Bank of America Corporation (Bank of America) is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan.
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