Job Details

Trusts and Estates Attorney in Portland, OR

This job is expired...

Company name

Bank of America Corporation

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 3 yrs required

Location

Portland, OR

Date Last Verified

Oct 12,2017

Posted on

Aug 08,2017

37 hits

Profile

Trust Officer The candidate will engage in high level trust administration; oversee all administration activities. Will identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning suggestions and ideas. Engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.). Identify and resolve client issues. Work with other specialists, read and interpret governing documents and agreements. Oversee risk management activities. Proven ability to partner effectively both internally and externally. Fiduciary professional with CTFA, CFP, AEP, JD degree, or CPA is needed. Should have 3+ years of trust administration and/or estate planning experience. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning is needed. Good people/partner communication skills / team player is advantageous. Knowledge of policies, procedures, regulatory requirements in wealth management is advantageous.

Company info

Hiring Coordinator
Bank of America Corporation
1001 SW
5th Ave
Portland, OR 97204