Specialized Fiduciary Administrator II, Estate Settlement Services

Bank of America

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

Posted 10/6/2026full-timeRichmond • Washington • United StatesMid-LevelSenior💰 $27 - $38 per hourWebsite

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 in a fast-paced environment. Proficient in Microsoft Office and capable of managing client interactions and coordinating with internal and external partners.

Highest-signal resume keywords

Administrative SupportStrong Communication SkillsOrganizational SkillsMicrosoft Office ProficiencyTrust, Estate, or Tax Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account MaintenanceMoney MovementClient VerificationOptical ImagingFile RetrievalFilingCopyingOrdering SuppliesPreparing ReportsResearch

Soft Skills

MultitaskingPrioritizationTeam CollaborationIndependence

Certifications & Qualifications

BS/BA DegreeHigh School Diploma / GED

Industry Keywords

FiduciarySettlementComplianceFiduciary Tax ServicesTrust OperationsParalegal Experience

About the role

Key responsibilities & impact

Provide administrative support to Specialized Fiduciary Officers, Settlement Officers, Managers, and the National Trust Settlement Director
Coordinate information and activities with internal partners including ART, Compliance, Fiduciary Tax Services, SAM, Trust Operations, and Tax
Coordinate with external business partners including attorneys, CPAs, fiduciary accountants, and third-party vendors
Manage smaller, less complex situations as appropriate
Perform account maintenance, money movement, transactions, client verification, optical imaging, file retrieval, filing, copying, and ordering supplies
Prepare, mail, and track settlement packets
Make and answer telephone calls and respond to verbal and written inquiries
Write routine letters and emails
Act as a backup point of contact for clients, trust beneficiaries, and internal/external partners
Participate in projects and conduct research, including research on previously closed accounts
Prepare reports as requested

Requirements

What you’ll need

BS/BA degree or equivalent experience
Strong communication and organizational skills
Ability to work in a fast-paced environment requiring multitasking and prioritization
Ability to work independently and as a team member
Proficient use of Microsoft Office
Ability to learn and apply new technology and systems
High School Diploma / GED / Secondary School or equivalent minimum education requirement
Paralegal experience/training preferred
Prior trust, estate, or tax experience preferred
40 hours per week
Must work in an in-office posture; work-from-home posture does not make internal employees eligible to post

Benefits

Comp & perks

In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact
Affordable, competitive, and flexible benefits
Support for physical, emotional, and financial wellness
Paid time off
Annual discretionary incentive plan eligibility
Industry-leading benefits
Resources and support for employees