Job Description:

About Us

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.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. 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.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

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. Join us!

Global Business Services

Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.

Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation.

In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.

Process Overview

Fiduciary Solutions team was set up in 2008 as part of GWIM to provide offshore delivery to Line of Business. Team partners with Trust and other Fiduciary Officers across various trust and estate administrative work streams.

Job Description

The nature of work involves preparing correspondence letters for the clients, preparing BAU/customized reports for stateside Executives, researching client information for newer business opportunities. Team also liaison with US insurance companies to obtain illustrations on client policies, researching reasons for account statements getting returned and working on some adhoc one-time initiatives for LOB from time to time.

Responsibilities*

The candidate would be required to support client facing teams - Trust Officers (TO) Trust Administrative Officers (TAO) and other Fiduciary officers with respect to Trust and Estate administrative work. The candidate will be responsible for:

• Preparing correspondence letters for the clients

• Researching client/prospect information for newer business opportunities

• Liaison with US insurance companies to obtain illustrations on client policies

• Other responsibilities would involve need based interaction with our onshore business partners or Line of Business.

• Ensure to adhere to predefined parameters in terms of quality and timeliness of work

• Expected to actively participate in key process improvement/operational initiatives

Requirements*

Education*

Graduate / Postgraduate

Certifications If Any

Experience Range*

3-5 years prior experience in financial industry, preferably in wealth management, investments, insurance

Foundational skills*

• Knowledge of Wealth Management preferably Trust Operations
• Good verbal and written communication skills

Desired skills

• Proficient in MS Office - Advance Excel knowledge is essential for the role
• Organized and able to multi-task in a fast-paced environment

Work Timings*

11:30 To 20:30

Job Location*

Gurugram