Team Leader

Job Description

Process Overview

Knowledge Service Center (KSC) supports global businesses of the Bank with solutions requiring judgment application, sound business understanding and analytical perspective. The domain experience in the areas of Financial Research Analysis, Quantitative Modeling, Risk Management and Prospecting Support provide solutions for revenue enhancement, risk mitigation and cost optimization. The division comprising of highly qualified associates operates from three locations i.e, Mumbai, Gurugram Hyderabad

Job Description

Fiduciary Solutions team was set up in 2008 as part of KSC to provide offshore delivery to Line of Business. Team partners with Trust and other Fiduciary Officers across various trust and estate administrative work streams. The nature of work involves preparing correspondence letters for the clients, preparing BAU/customized reports for stateside Executives, researching client/prospect 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:

Summarizing Trust document and update important aspects of the Trust / making recommendations to support Trust Officers across US.

Reading Trust document and identify administrative exceptions and/or errors and allow the account officers to correct them or escalate to their managers as appropriate.

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 in Law

Certifications If Any

Experience Range

6-7 years prior experience in Legal Process Outsourcing (LPO), Law firm

Foundational skills

• Knowledge of Wealth Management preferably Trust Operations
• Performing Document review of legal documents
• 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

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 in Law

Certifications If Any

Experience Range

6-7 years prior experience in Legal Process Outsourcing (LPO), Law firm

Foundational skills

• Knowledge of Wealth Management preferably Trust Operations
• Performing Document review of legal documents
• 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

Learn more about this role

Anthony Baltazar Dsouza

Bank of America Corporation and its Enterprise Subsidiaries has maintained a long-standing commitment of providing equal access and opportunity to all, regardless of disability status. The Commitment to Employees with Disabilities Policy establishes requirements that promote ongoing development and implementation of programs and services that anticipate and respond to the needs of individuals with disabilities.

Bank of America does not tolerate discrimination against individuals with disabilities, whether employees or applicants, based on said disability in the applicant process or through the course of their employment at Bank of America.

In accordance with applicable law, Bank of America:

• Provides equal access to company facilities, services and employment opportunities
• Treats all applicants and employees with disabilities with dignity and respect and offers the same access to opportunities afforded those without disabilities, and
• Seeks out and listens to the concerns voiced by individuals with disabilities and provides reasonable accommodations when appropriate

Keyskills :
commercial modelsslarisk mitigationsalesqualitylegal process outsourcingbusiness serviceslegal processcustomer relationsmusic makingdocument reviewwealth managementcorporate liaisoncoachingrisk managementtrust operationsresearch analysis