Trust Associate Senior
4 weeks ago
Job Summary:
We are seeking a highly skilled Trust Senior Associate to join our team at Bank of America. As a key member of our Client Team, you will provide exceptional support to Senior Trust Officers and Trust Officers, ensuring seamless delivery of trust services to our clients.
Key Responsibilities:
- Support Senior Trust Officers and Trust Officers in meeting clients' trust needs and expectations.
- Act as an additional point of contact for clients and/or as backup for the Trust Officers.
- Initiate and monitor client onboarding, including account opening and asset transfer, and handle client inquiries related to the onboarding process.
- Perform complex administrative tasks, including party maintenance, administrative review, transaction processing, and money movement.
- Support the servicing, fulfillment, and account maintenance activities, including PACE/Trust Web accounting transactions and deposits/transfers.
- Proactively identify deepening opportunities and engage in meaningful interactions with clients.
- Coordinate with Client Teams and partners to deliver an integrated service to clients and resolve issues in a timely manner.
- Participate in Client Management Process (CMP) activities, including delivering a branded client experience and meaningful interactions.
- Ensure adherence to all internal policies and compliance with legal and regulatory requirements.
Qualifications:
- Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales.
- Ability to successfully complete assessment of critical skills.
- BS/BA degree in Business, Finance, Economics, or Law desired.
- Ability to obtain and maintain SAFE Act registration.
Skills:
- Active Listening
- Adaptability
- Attention to Detail
- Emotional Intelligence
- Prioritization
- Collaboration
- Critical Thinking
- Decision Making
- Oral Communications
- Written Communications
- Drives Engagement
- Innovative Thinking
- Mentoring
- Networking
- Problem Solving
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
-
Trust Associate Senior
4 weeks ago
Hales, Norfolk, United Kingdom Bank of America Full timeJob Summary:We are seeking a highly skilled Trust Senior Associate to join our team at Bank of America. As a key member of our Client Team, you will actively support Senior Trust Officers and Trust Officers to meet clients' trust needs and expectations.Key Responsibilities:Deliver generalist support to clients and serve as an additional point of contact to...
-
Trust Associate Senior
3 weeks ago
Hales, Norfolk, United Kingdom Bank of America Full timeJob Summary:We are seeking a highly skilled Trust Senior Associate to join our team at Bank of America. As a key member of our Client Team, you will actively support Senior Trust Officers and Trust Officers to meet clients' trust needs and expectations.Key Responsibilities:Deliver generalist support to clients and serve as an additional point of contact or...
-
Trust Associate Senior
3 weeks ago
Hales, Norfolk, United Kingdom Bank of America Full timeJob Summary:We are seeking a skilled Trust Senior Associate to join our team at Bank of America. This role is responsible for providing exceptional client service and support to our high net worth clients.Key Responsibilities:Support Trust Officers in meeting client needs and expectations.Initiate and monitor client onboarding, including account opening and...
-
Senior IT Specialist
4 weeks ago
Hales, Norfolk, United Kingdom Creative Education Trust Full timeAs a Senior IT Technician with Creative Education Trust, you will play a key role in providing comprehensive advice and guidance to line managers, employees, and other stakeholders. You will be responsible for the smooth running of IT in all sites and leading on all other aspects within the role.This is an exciting opportunity to join our IT team and...
-
Senior Associate, Manufacturing Engineering
1 month ago
Hales, Norfolk, United Kingdom MassGenics Full timeJob Title: Senior Associate, Manufacturing EngineeringWe are seeking a highly skilled Senior Associate, Manufacturing Engineering to join our team. As a key member of our manufacturing engineering team, you will be responsible for developing, implementing, and analyzing manufacturing engineering plans and projects.Key Responsibilities:Develop and implement...
-
Senior IT Support Specialist
4 weeks ago
Hales, Norfolk, United Kingdom Creative Education Trust Full timeAs a Senior IT Technician with Creative Education Trust, you will play a key role in providing comprehensive advice and guidance to line managers, employees, and other stakeholders. You will be responsible for the smooth running of IT in all sites and leading on all other aspects within the role.This is an exciting opportunity to join our IT team and...
-
Senior IT Support Specialist
3 weeks ago
Hales, Norfolk, United Kingdom Creative Education Trust Full timeIT TechnicianWe are seeking a highly motivated and experienced IT Technician to join our team at Creative Education Trust. As an IT Technician, you will be responsible for providing technical support and maintenance for our IT systems and infrastructure.About the RoleThe IT Technician will work closely with our Regional IT Manager and other technical staff...
-
Support Associate
3 weeks ago
Hales, Norfolk, United Kingdom Thera Trust Full timeJob Title: Female Support WorkerLocation: NorfolkContract: PermanentHours: Part TimeSalary: £12.43 per hourAdditional Information: Driver PreferredWe are proud to offer a new career opportunity in Social Care with a regular monthly salary and job security. As a valued Support Worker with Thera East Anglia, you will be part of an inclusive team supporting...
-
Senior Technical Lead
3 weeks ago
Hales, Norfolk, United Kingdom Naval Supply Systems Command Full timeJob SummaryWe are seeking a highly skilled Senior Technical Lead to join our team at Naval Supply Systems Command.Key ResponsibilitiesProvide technical guidance and direction for high-visibility, high-complexity issues.Conduct investigations and analyses on various Directorate or Command level matters.Manage assigned projects and programs throughout their...
-
Senior Technical Specialist
4 weeks ago
Hales, Norfolk, United Kingdom Naval Supply Systems Command Full timeJob SummaryWe are seeking a highly skilled Senior Technical Specialist to join our team at Naval Supply Systems Command.Key ResponsibilitiesProvide expert technical guidance and direction for high-visibility, high-complexity issues.Conduct investigations and analyses on various Directorate or Command level matters, issuing advice and recommendations to...
-
Clinical Support Worker
4 weeks ago
Hales, Norfolk, United Kingdom Norfolk Community Health and Care NHS Trust Full timeAbout the RoleWe are seeking a skilled and compassionate Clinical Support Worker to join our Enhanced Support Team in Norfolk Community Health and Care NHS Trust. As a Clinical Support Worker, you will play a vital role in supporting inpatient teams across Norfolk, providing high-quality care to patients with mental health conditions.Key ResponsibilitiesTo...
-
Hales, Norfolk, United Kingdom Commonwealth of Virginia Full timeJob Summary:The Commonwealth of Virginia seeks a highly experienced and skilled Associate Vice President for Research Security and Compliance to lead its research compliance program. The successful candidate will have a strong background in research compliance, with experience in developing and implementing policies and procedures to ensure compliance with...
-
Financial Operations Specialist
4 weeks ago
Hales, Norfolk, United Kingdom Commonwealth of Virginia Full timeJob Summary:The Commonwealth of Virginia seeks a highly skilled Senior Accountant to support the Associate Controller and General Accounting Manager in managing cash and net position, ensuring accurate financial reporting, and performing complex financial operations in accordance with established policies and practices.Key Responsibilities:Support the...
-
Hales, Norfolk, United Kingdom Hertfordshire Partnership University NHS Foundation Trust Full timeAbout This RoleWe are seeking an experienced Senior Consultant Psychiatrist to join our team in North Norfolk. As a key member of our medical department, you will be responsible for providing high-quality care to patients with intellectual disabilities.Job ResponsibilitiesYour primary duties will include:Undertaking clinical assessments and providing advice...
-
Early Years Educational Leader
5 days ago
Hales, Norfolk, United Kingdom Creative Education Trust Full timeSalary: £26,000 - £28,000 per annum (FTE)We are seeking an experienced and dedicated Nursery Manager to lead our nursery team in providing high-quality education and care for pre-school children. As a key member of our staff, you will be responsible for leading and managing the team on a day-to-day basis.The successful candidate will have excellent...
-
Community Support Leader
4 weeks ago
Hales, Norfolk, United Kingdom Thera Trust Full timeAbout the RoleThera East Anglia is seeking a highly skilled and experienced Community Support Leader to join our management team. As a Community Support Leader, you will be responsible for leading and developing a team of Support Workers, ensuring high-quality support is provided to individuals with learning disabilities.Key ResponsibilitiesLine management...
-
Community Support Leader
4 weeks ago
Hales, Norfolk, United Kingdom Thera Trust Full timeAbout the RoleWe are seeking a highly skilled and experienced Community Support Leader to join our team at Thera East Anglia. As a Community Support Leader, you will play a vital role in supporting the development of new Supported Living & Floating Support around Norwich, while also focusing on recruitment and support for Thera East Anglia.This is an...
-
Community Support Team Lead
3 weeks ago
Hales, Norfolk, United Kingdom Thera Trust Full timeAbout UsThera East Anglia is a charity that supports people with learning disabilities across the UK. We are rated Outstanding with the Care Quality Commission (CQC) and are part of the Thera Group.Job Title: Community Support LeaderWe are looking for a Community Support Leader to join our team. As a Community Support Leader, you will be responsible for...
-
Community Support Leader
4 weeks ago
Hales, Norfolk, United Kingdom Thera Trust Full timeAbout the RoleWe are seeking a highly skilled and experienced Community Support Leader to join our team in Norwich Area. As a Community Support Leader, you will play a key role in supporting the development of new Supported Living & Floating Support around Norwich, while also focusing on recruitment and support for Thera East Anglia.This is an exciting...
-
Student Engagement Director
2 weeks ago
Hales, Norfolk, United Kingdom Commonwealth of Virginia Full timeBecoming a Campus Leader:The Commonwealth of Virginia seeks a highly skilled professional to serve as the Associate Director for Student Engagement & Traditions.About the Role:This position oversees more than 200 student organizations and plays a key role in planning and implementing various campus programming initiatives.Responsibilities:Supervise a...