Trust Officer I

Min 2 yrs required

Full-time

No

SEO Friendly Job Title: Trust Officer I - Fiduciary Support and Administration

H1: Join Bank of America as a Trust Officer I in Savannah, Georgia

H2: Make a Difference in Clients' Financial Lives as a Trust Officer I

Bold Headline: Bank of America is Hiring a Trust Officer I in Savannah, Georgia - Apply Now!

Salary Information:
- Competitive salary based on experience and qualifications
- Additional benefits include health insurance, retirement plans, and paid time off

Job Description:

- Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies, and procedures
- Develops and delivers solutions to meet client needs by understanding their situation and circumstances, including their extended family and younger generation
- Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance, and estate planning
- Actively works with centers of influence and the professional community to develop a network of external referral partners
- Collaborates with team members to deliver Bank of America's full array of integrated solutions to clients
- Promotes the full breadth of the fiduciary platform to grow the fiduciary business both internally and externally
- Actively participates in the sales process and consistently delivers on Bank of America's Private Bank value proposition

Qualifications:

- Minimum of 2 years of successful experience in trust administration, servicing, and managing fiduciary relationships with high net worth clients or equivalent
- Technically proficient in fiduciary law, tax, investments, and administration
- Additional legal, paralegal, and/or JD degree is a plus, but not required
- Fiduciary education and training is desired

Bank of America believes in the importance of working together and offering flexibility to its employees. This role offers a competitive salary, as well as additional benefits to support physical, emotional, and financial well-being. Join Bank of America as a Trust Officer I and make a difference in clients' financial lives. Apply now!

Not specified

Competitive benefits package including health, dental, and vision insurance, retirement plans, and flexible work options.

Not specified

Trust administration, fiduciary relationships, high net worth clients, fiduciary law, tax, investments, administration, legal, paralegal, JD, fiduciary education, training

Not specified

Interested candidates should apply online through the Bank of America careers website.

Qualification and Experience 2+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients. Additional legal, paralegal, or JD education is a plus.

Legal