Team Leader Gurugram, India **Job Description:** **About Us** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! **Global Business Services** Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. **Process Overview*** Global Wealth and Investment Management (GWIM) team supports onshore (US) Portfolio Managers, Investment Strategists, Trust Officers, Business owners and content owners working for ‘Bank of America Private Bank’ and ML Wealth Management with respect to Investments, Wealth Management, Trust Operations and Website administration related work. The division comprising of highly qualified associates operates from two locations i.e. Gurugram & Hyderabad. **Job Description*** Fiduciary Solutions team was set up in 2008 as part of GWIM 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*** 1-3 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) . View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE . Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.