Team Leader (Fiduciary Solutions)
Organising Institution / Firm
Bank of America
Quick Verified Facts
📅 Deadline
Rolling Basis (Official)
📍 Mode / Location
Gurugram, Haryana, India
💰 Stipend / Pay
Not Specified
🎓 Eligibility
Graduate or Postgraduate in Law; 0-3 years of experience in Legal Process Outsourcing (LPO) or a Law firm.
🛡️ Category
Jobs
Full Opportunity Brief
Contextual Overview
Bank of America is hiring a Team Leader for its Fiduciary Solutions team within the Global Wealth and Investment Management (GWIM) division in Gurugram. This role involves supporting onshore US Trust Officers and Fiduciary officers with trust and estate administrative tasks, document review, and regulatory compliance reporting.
Key Eligibility Criteria
- Qualification: Graduate or Postgraduate degree in Law.
- Experience: 0-3 years of professional experience in Legal Process Outsourcing (LPO) or a law firm.
- Technical Skills: Proficient in MS Office, with advanced Excel skills being essential.
- Domain Knowledge: Understanding of Wealth Management, specifically Trust Operations, is preferred.
Responsibilities & Scope of Work
- Summarize trust documents and provide recommendations to US-based Trust Officers.
- Identify administrative exceptions or errors in legal documents and facilitate corrections.
- Liaise with onshore business partners and US insurance companies for policy illustrations.
- Ensure adherence to predefined quality and timeliness parameters for all deliverables.
- Participate in operational process improvement initiatives.
Stipend, Compensation & Mode
Compensation: Not specified by the organization.
Mode: Full-time, On-site (Gurugram). Work timings are 11:30 AM to 8:30 PM.
Application Procedure
Interested candidates must apply directly through the official LinkedIn job portal:
- Visit the Official Bank of America Job Posting.
- Sign in to your LinkedIn account.
- Click the 'Apply' button to submit your application and resume through the platform.
FAQs
- What is the primary focus of the Fiduciary Solutions team? The team provides offshore support for trust and estate administrative work, including document summarization, reporting, and research for the Bank of America Private Bank.
- Is this a remote role? No, the role is based in Gurugram, Haryana, with specific operational timings (11:30 AM – 8:30 PM) to align with US business hours.