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Specialized Fiduciary Administrator II – Sfa II – Fiduciary Tax Services – Fts

Specialized Fiduciary Administrator II – Sfa II – Fiduciary Tax Services – Fts

CompanyBank of America
LocationJacksonville, FL, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Attention to Detail
  • Business Continuity Management
  • Problem Solving
  • Process Simplification
  • Risk Management
  • Account Management
  • Active Listening
  • Administrative Services
  • Client Management
  • Referral Identification

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

Preferred Qualifications

    No preferred qualifications provided.