Specialized Fiduciary Officer II, IRA
Company: Disability Solutions
Location: Atlanta
Posted on: September 28, 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 (SFO II), IRA,
Private Bank, Atlanta, GA -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, Atlanta , Specialized Fiduciary Officer II, IRA, Other , Atlanta, Georgia
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