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Specialized Fiduciary Officer II, Life Insurance Trust
Bank of AmericaSpecialized Fiduciary Officer II role at Bank of America, ensuring compliance with fiduciary laws and regulations. Administering trust accounts and mitigating fiduciary risks with a focus on life insurance trust administration.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in fiduciary laws and regulations, ensuring compliance with internal policies and industry standards while managing fiduciary risks and addressing client concerns. Proficient in interpreting life insurance illustrations and conducting administrative reviews of trust accounts.
Highest-signal resume keywords
Fiduciary Law ExpertiseTrust Account AdministrationRisk ManagementLife Insurance Illustration InterpretationPrivate Banking Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Fiduciary Standards ComplianceAdministrative ReviewTrust ManagementRegulatory KnowledgeClient Issue Resolution
Soft Skills
Knowledge SharingProblem SolvingCommunication
Industry Keywords
Private BankingTrust ServicesLife Insurance TrustFiduciary Risk MitigationInternal Policies
About the role
Key responsibilities & impact- Serves as technical expert for the team, sharing knowledge of fiduciary laws, regulations, standards of management, and internal fiduciary policies and procedures
- Completes administrative reviews of trust accounts to drive consistency in approach and results
- Administers and ensures accounts are in line with the fiduciary standard by complying with internal policy and industry regulations
- Manages, controls, and mitigates fiduciary risks, while addressing client issues and concerns
- Interprets life insurance illustrations and projections as part of the annual policy review process.
Requirements
What you’ll need- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- Prior Private Bank, Trust and/or Life Insurance Trust (LIT) experience required
Benefits
Comp & perks- affordable, competitive and flexible benefits