Specialized Fiduciary Officer II, IRA
Company: Disability Solutions
Location: Pennington
Posted on: October 20, 2024
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Job Description:
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.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 Officer II, IRA
-Administers Trusteed Individual Retirement Accounts (TIRA) to
ensure accurate and efficient account / relationship level client
service. Coordinates information and activities with all external
and internal support business partners, as needed. May be
accountable for managing mid-level, fairly complex situations that
require a certain degree of retirement technical expertise and
Private Bank systems knowledge. May delegate tasks to the
Specialized Fiduciary Administrators, monitors progress and
approves completed work. Responsible for routine administrative
duties, such as performing TIRA account maintenance, TIRA account
opening processes, and TIRA money movement and tax related
transactions. May be asked to participate in projects, prepare
reports and conduct research. Point of contact for clients and
internal/external partners, including advisors. Acute attention to
detail and ability to multi-task in fast-paced environment. Must be
able to work well under pressure and exercise sound judgment. Must
have excellent written and verbal communication skills. Candidate
is expected to demonstrate some leadership qualities, be flexible,
and be a team player. Highly motivated, self-starter and possesses
the ability to work independently. The SFO II is supervised and
supported by a team.Desired Qualifications:
Keywords: Disability Solutions, Trenton , Specialized Fiduciary Officer II, IRA, Other , Pennington, New Jersey
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