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Jan 14, 2003 12:00 PM
Group Manager
Position Number: 3759
Job Title: Group Manager
Location: Atlanta, GA
Open Date: 10/09/2002
Job Status: Full Time
Job Description:
Leads, coaches and develops a team of fiduciary specialists.
Responsible for trust product/fiduciary oversight in the day to day
account administration in concert with the Private Bank relationship
plan. Maintains knowledge of fiduciary law, regulatory and compliance
requirements, estate and tax planning. Serves as fiduciary advisor to
Relationship Managers with key relationships. Chairperson of Asset and
Investment Review Committee (Compliance Committee). Accountable for
growing revenues within the fiduciary specialist team. Working
knowledge of fiduciary and investment services offered by the PB. Acts
as the senior subject expert to the Market Executive and PB team.
Controls and minimizes risks through proactive behavior and proven
knowledge of fiduciary compliance and risk. Non licensed associate.
Qualifications:
Minimum of 7 to 10 years of personal trust administration experience
with at least 5 of those years in a leadership role is required.
Demonstrated advanced working knowledge of bank personal trust
policies/compliance and procedures, related products and documentation
related to complex trusts. JD, legal studies related to trust, and/or
trust school. Demonstrated oral, written, and presentation
communication skills. Is able to work in a multi-task environment while
demonstrating teamwork with other associates. Is computer literate.
Only those meeting the minimum qualifications for this position will be
considered and contacted.
If you meet the minimum requirements or surpass these criteria please
e-mail or fax your resume with cover letter:
Stephen.J.Weilert@bankofamerica.com
Fax: 213 345-9083
Bank of America is an EOE M/F/D/V
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