BNY Mellon Careers

Relationship Administrator - Planned Giving

Boston, Massachusetts
Wealth Management


Job Description

The incumbent will provide support to the Relationship Management Team with responsibility for the management of assigned client relationships. These may include personal trusts, agency, estates, charitable, pension and institutional accounts which are most sensitive. The incumbent will assist the Relationship Management Team to ensure the assigned accounts are administered in accordance with the governing instrument and accepted fiduciary principles.

Qualifications

Education and training normally associated with a bachelor's degree preferably in accounting, finance or business or equivalent work experience. Knowledge consistent with a minimum of 1-3 years of financial services experience. Experience in Microsoft Office products. Strong oral and written communication skills.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.


Primary Location: United States-Massachusetts-Boston
Internal Jobcode: 04997
Job: Wealth Management
Organization: Planned Giving-HR16085
Requisition Number: 1801776