Regulatory Intelligence

4 weeks ago


England, United Kingdom Bank of America Full time

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.
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.
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. Job Summary: The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients’ trust needs and expectations
Initiate and monitor client onboarding including account opening and asset transfer; KYC refresh and ongoing requests, digital engagement and fulfillment
UPIA, Equitable Adjustments and 65 Day Tax
Account Pay Service Provider
Generation Skipping Tax – Processing
Asset Transfer - complex
Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Ensure adherence to all internal policies and compliance to legal and regulatory requirements
Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
Networking
Shift:
1st shift (United States of America) 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.
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.
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. Job Summary: The Trust Senior Associate (TSA) is a specialist role that has primary responsibility for assisting the Senior Trust Officer and Trust Officer in all phases of trust account/relationship servicing, fulfillment and/or administration. In addition to the ability to deliver generalist support, and as part of the Client Team, actively support Senior Trust Officers and Trust Officers to meet clients’ trust needs and expectations
Initiate and monitor client onboarding including account opening and asset transfer; KYC refresh and ongoing requests, digital engagement and fulfillment
UPIA, Equitable Adjustments and 65 Day Tax
Account Pay Service Provider
Generation Skipping Tax – Processing
Asset Transfer - complex
Perform servicing, fulfillment and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
Participate in Client Management Process (CMP) activities including supporting delivering a branded client experience and meaningful interactions
Ensure adherence to all internal policies and compliance to legal and regulatory requirements
Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
Emotional Intelligence
Networking
Shift:
1st shift (United States of America) Hours Per Week: 
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
Considerations when writing a resume
• Do use high quality, white or light colored 8½ x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
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