Delaware Trust Administrative Officer I (DE TAO I)

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Delaware Trust Administrative Officer I (DE TAO I), Wilmington, DE

US Trust, Private Bank -

The Delaware Trust Administrative Officer I (DE TAO I) teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non-licensed associate.

Responsibilities -

The DE TAO I is a Trust product expert who acts as an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client-facing Trust Officers and other experienced Trust Administrative Officers. 

• Provides critical and core administrative client service and support (e.g. assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. 

• Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc. 

Qualifications:

• Candidates must have the ability to perform at a high level in a fast-paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements.

• BS/BA degree, preferably in Finance, Economics, or Business Administration/Management, or equivalent experience required

• Paralegal studies with relevant legal and/or trust administrative experience preferred

• Financial Institution experience focusing on high net worth client service required

Skills:

• Account Management

• Attention to Detail

• Client Management

• Customer and Client Focus

• Data Management

• Active Listening

• Collaboration

• Critical Thinking

• Prioritization

• Relationship Building

• Mentoring

• Oral Communications

• Organizational Effectiveness

• Problem Solving

• Written Communications

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

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:

1st shift (United States of America)

Hours Per Week: 

40