Specialized Fiduciary Administrator II, Estate Settlement

Bank of America

. Provide administrative support to Specialized Fiduciary Officers, Settlement Officers, Managers, and the National Trust Settlement Director .

Posted 9/28/2026full-timeDallas • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and communication skills while providing administrative support to fiduciary officers and managing client interactions. Proficient in account maintenance and capable of multitasking in a fast-paced environment.

Highest-signal resume keywords

Administrative SupportClient VerificationMicrosoft Office ProficiencyTrust and Estate ExperienceStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account MaintenanceMoney MovementOptical ImagingFile RetrievalSettlement-Packet Preparation

Soft Skills

Organizational SkillsMultitaskingTeam CollaborationIndependent Work

Certifications & Qualifications

BS/BA DegreeParalegal Training

Industry Keywords

High Net Worth ClientsTrust SettlementEstate PlanningTax Experience

About the role

Key responsibilities & impact

Provide administrative support to Specialized Fiduciary Officers, Settlement Officers, Managers, and the National Trust Settlement Director
Work independently and closely with Trust Settlement Officers and Managers to ensure accurate and efficient delivery of services
Coordinate information and activities with internal partners and external business partners
Act as a point of contact for clients and external partners, including trust beneficiaries, as backup for Settlement Officers
Perform account maintenance, money movement, optical imaging, client verification, file retrieval, and settlement-packet preparation, mailing, and tracking
Respond to verbal and written inquiries
Participate in projects and conduct research on topics including previously closed accounts
Prepare reports and perform routine administrative duties as required to administer accounts and serve client needs

Requirements

What you’ll need

BS/BA degree or equivalent experience
2–3 years of work experience required to service high net worth clients
Paralegal experience/training preferred
Prior trust, estate or tax experience preferred
Strong communication and organizational skills
Ability to work in a fast-paced environment where multitasking and prioritization are necessary
Ability to work as an individual contributor and as a member of a team
Proficient use of Microsoft Office
Ability to learn and apply new technology and systems
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture with role-specific flexibility
Work-from-home posture mentioned for internal employees, but it does not confer eligibility to post