Jobs
>
Boca Raton

    Specialized Fiduciary Administrator II - Boca Raton, United States - Bank of America

    Bank of America
    Bank of America Boca Raton, United States

    1 week ago

    Bank of America background
    Full time
    Description

    Description

    :

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

    Specialized Fiduciary Administrator II, Estate Settlement Services -

    This job is responsible for providing administrative support to trust teams, 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
  • Torticity

    VP, People

    1 week ago

    Torticity Boca Raton, United States

    The Role: · Torticity is looking for a dynamic VP, People & Culture to join our rapidly growing organization. In this role, you will lead our People Operations team and continue to cultivate the positive and inclusive work environment we have built to date. As we continue to gro ...

  • Citizens

    Senior Trust Officer

    5 days ago

    Citizens Boca Raton, United States

    Description · The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and administration of ...

  • Bank of America

    Trust Senior Associate

    2 days ago

    Bank of America Boca Raton, United States Full time

    Description · : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. · ...

  • Top Tier Reps LLC

    Trusts & Estates Administration Paralegal

    2 days ago

    Top Tier Reps LLC Boca Raton, United States

    Job Description · Job DescriptionOur client is seeking a Trust and Estate Administration Paralegal with 5 plus years experience to join their New Jersey, New York or Florida Offices. · Salary is commensurate with experience. The salary range for this position is $76,500 to 162,50 ...

  • Fawkes IDM

    Trust and Estates Paralegal

    2 days ago

    Fawkes IDM Boca Raton, United States

    Job Description · Job DescriptionA law firm is seeking a full-time Trust and Estates Paralegal to join their team. · Responsibilities: · handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) · Ex ...

  • Direct Talent Solutions

    Trust and Estates Administration Paralegal HYBRID

    5 days ago

    Direct Talent Solutions Boca Raton, United States

    Job Description · Job DescriptionPosition: Trusts & Estates Administration Paralegal · Locations: Hackensack, NJ | New York, NY | Boca Raton, FL · Full Time: Yes (9:00am - 5:00pm) · Hybrid (2 days remote, 3 days in office) · Salary range: $76,000-$162,500 + Full Benefits · Resp ...

  • NFP

    Financial Advisor- Wealth Management

    2 weeks ago

    NFP Boca Raton, United States

    Who We Are · Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes ...

  • Spartan Placements LLC

    Tax Senior Associate

    2 weeks ago

    Spartan Placements LLC Deerfield, United States

    Job description · JOB PROFILE · We seek a Senior Tax Associate with 3-5 years of tax experience to join our dynamic team. · This position can be worked completely remote. Less Billable hours allow candidates work life balance. · Our practice is diverse, and our clients include ...

  • Spartan Placements LLC

    Tax Manager

    2 weeks ago

    Spartan Placements LLC Deerfield, United States

    Job description · JOB PROFILE · We seek a Tax Manager with 5-8 years of tax experience to join our dynamic team. · This position can be worked completely remote. · Our practice is diverse, and our clients include complex S corporations, partnerships, C corporations, trusts, es ...

  • Spartan Placements LLC

    Tax Manager

    3 weeks ago

    Spartan Placements LLC Deerfield, United States

    Job description · JOB PROFILE · We seek a Tax Manager with 5-8 years of tax experience to join our dynamic team. · This position can be worked completely remote. · Our practice is diverse, and our clients include complex S corporations, partnerships, C corporations, trusts, e ...

  • Truist

    Senior Trust Advisor

    2 weeks ago

    Truist Fort Lauderdale, United States Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Engage with the Wealth Advisor and Inves ...

  • Lewis Brisbois

    Commercial Litigation Partner

    3 weeks ago

    Lewis Brisbois Fort Lauderdale, United States Regular Full time

    Overview · The Fort Lauderdale office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an attorney to join its Complex Business & Commercial Litigation Practice. · The ideal candidate will have seven (7) to twelve (12) years of complex commercial litigation ...

  • BLS ASSET MANAGEMENT CORP.

    Family Office CFO

    3 weeks ago

    BLS ASSET MANAGEMENT CORP. North Miami Beach, United States

    Job Description · Job Description · We are looking for a new CFO that can manage the family businesses, preparation of annual tax returns, investments, public and private equities and private foundations. · CFO must be a CPA, Masters degree is a plus but not required, preferabl ...

  • BLS ASSET MANAGEMENT CORP.

    Family Office CFO

    2 weeks ago

    BLS ASSET MANAGEMENT CORP. North Miami Beach, United States

    Job Description · Job Description · We are looking for a new CFO that can manage the family businesses, preparation of annual tax returns, investments, public and private equities and private foundations. · CFO must be a CPA, Masters degree is a plus but not required, preferab ...

  • Citizens

    Senior Trust Officer

    5 days ago

    Citizens West Palm Beach, United States

    Job Description · Description · The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and a ...

  • Citizens Financial Group, Inc.

    Senior Trust Officer

    3 days ago

    Citizens Financial Group, Inc. West Palm Beach, United States

    · The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW). They lead the day to day management and administration of trust accoun ...

  • Bank of America

    Senior Trust Officer

    2 weeks ago

    Bank of America Palm Beach, United States

    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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Bank of America

    Senior Trust Officer

    1 week ago

    Bank of America Palm Beach, United States

    Senior Trust Officer · Palm Beach, Florida · **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. Responsible Growth is how we run our company and how we deliver for our clients, te ...

  • Truist Inc

    Senior Trust Advisor

    2 weeks ago

    Truist Inc Fort Lauderdale, United States

    **The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communicat ...

  • Lewis Brisbois

    Commercial Litigation Partner

    1 week ago

    Lewis Brisbois Fort Lauderdale, United States

    The Fort Lauderdale office of Lewis Brisbois, a full-service AmLaw 100 firm, is actively seeking an attorney to join its Complex Business & Commercial Litigation Practice. · The ideal candidate will have seven (7) to twelve (12) years of complex commercial litigation experience ...