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Feb 1, 2003 12:00 PM
Fiduciary Specialist I - Charlotte, NC
Job Title:
Fiduciary Specialist I
Location: Charlotte, NC Open
Date: 01/15/03
Position Number: 14762
Job Status: Full Time
Position: Fiduciary Specialist I
Duties:
Provides fiduciary support and expertise to meet the needs of clients
in support of the integrated delivery of products and services. Works
closely with relationship managers, portfolio managers and other
support areas in defining client’s requirements including legal
and tax aspects, coordinating the service fulfillment and expanding
book of relationships. Responsible for the compliance of policy and
procedure and risk management of fiduciary account book. Non-licensed
associate.
Qualifications:
Minimum of 3 to 5 years administering personal trust accounts.
Demonstrated oral, written, and presentation communication skills. Good
organizational skills. Is able to work in a multi-task environment with
minimum supervision while demonstrating teamwork amongst other
associates. Is computer literate. Only those meeting the minimum
qualifications for this position will be considered and
contacted.
If you meet or surpass these criteria please e-mail or fax Your resume
with cover letter:
stephen.j.weilert@bankofamerica.com
213-345-9083
Bank of America is an EOE, M/F/D/V.
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