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 managing tasks such as account maintenance, client verification, and report preparation, with a focus on collaboration and efficiency.

Highest-signal resume keywords

Administrative SupportTrust, Estate, Or Tax ExperienceMicrosoft Office ProficiencyStrong Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Account MaintenanceClient VerificationOptical ImagingFile RetrievalSettlement Packet PreparationTransaction ProcessingReport PreparationResearch Conducting

Soft Skills

Multi-TaskingPrioritizationTeam CollaborationIndependent Work

Certifications & Qualifications

BS/BA DegreeParalegal Training

Industry Keywords

FiduciarySettlementTrust BeneficiariesAdministrative Tasks

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 Officers and Managers to ensure accurate and efficient delivery of services
Coordinate information and activities with internal support partners and external business partners
Act as a point of contact for clients and external partners, including trust beneficiaries, as a backup for Settlement Officers
Perform account maintenance, money movement, client verification, optical imaging, file retrieval, and settlement packet preparation, mailing, and tracking
Process transactions and respond to verbal and written inquiries
Perform routine administrative tasks including filing, copying, ordering supplies, telephone calls, and routine correspondence
Participate in projects and conduct research
Prepare reports as needed
Manage smaller, less complex situations requiring less technical expertise
Provide backup support for Officers

Requirements

What you’ll need

BS/BA degree or equivalent experience
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 multi-tasking and prioritization is a necessity
Works well as an individual contributor and 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
Ability to work 40 hours per week
1st shift availability

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan
Benefits eligibility
Paid time off
Resources and support to employees