Job Details

Legal Staff Paralegal in Dallas, TX

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Company name

Bank of America Corporation

Organization Type

In-House

Job Type

Legal Staff

Practice Area

Trusts and Estates

Years of Experience

Min 1 yrs required

Location

Dallas, TX

Date Last Verified

Mar 22,2018

Posted on

Jan 23,2018

43 hits

Profile

Trust Administrative Officer (TAO) The candidate will be responsible to assist the Senior Trust Officer and Trust Officer in all phases of account/relationship administration. Assist in the handling of inquires, either directly or as a research resource, Financial Advisors (FAs), clients or clients’ outside advisors. Should have Bachelor’s Degree. Legal, Paralegal and/or JD a plus. Fiduciary Education and Training is desired. Must have 1+ years of experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent). Should be technically proficient in fiduciary law, tax investments and administration. Should oversee/facilitate client requests, projects and ongoing processes. Strong verbal and written communication skills is desired.

Additional info

Job Ref# 18001578

Company info

Hiring Coordinator
Bank of America Corporation
901 Main Street
12th Floor
Dallas, TX 75202