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Trust Administrative Officer II (Seattle, WA)

Bank of America – Seattle, WA

Job Description:

Business Overview

U.S. Trust, Bank of America Private Wealth Management is a leading private wealth management organization providing vast resources and customized solutions to help meet clients wealth structuring, investment management, banking and credit needs. Clients are served by teams of experienced advisors offering a range of financial products and services, including investment management, financial and succession planning, philanthropic and specialty asset management, family office services, custom credit solutions, financial administration and family trust stewardship.

U.S. Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and retail brokerage. U.S. Trust employs more than 4,100 professionals and maintains 135 offices in 33 states.

Job Description

The Trust Administrative Officer II-ML (TAO) will assist the Senior Trust Officer and/or Trust Officer in all phases of account/relationship administration. The TAO will coordinate the internal delivery of services through the appropriate channels within the fiduciary organization and/or Trust Operations to include but not limited to processes involved in account opening and funding, account review, transfer of information as it relates to account closings, ensuring that remittances are processed in a timely fashion and that client bills are paid promptly. The TAO will also provide a high level of service to Merrill Lynch advisors and clients, assisting in the handling of inquiries, either directly or as a research resource, from Trust Specialists, Merrill Lynch advisors, clients, client s outside advisors or Trust Officers.

Qualifications / Desired Skills

College Degree preferred

Candidate requires professionalism, attention to detail, ability to multi-task

Candidate should be comfortable with data entry as well as client servicing skills


1st shift (United States of America)

Hours Per Week:


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