Senior Trust Officer

Min 5 yrs required

Full-time

No

Location: Boston, Massachusetts


Senior Trust Officer - Boston, Massachusetts

Bank of America is currently seeking a Senior Trust Officer to join our team in Boston, Massachusetts. As a Senior Trust Officer, you will be responsible for maintaining a book of fiduciary and investment management accounts, with a primary focus on business development and administration of complex accounts.

Job Title: Senior Trust Officer
Location: Boston, Massachusetts
Salary: Competitive
Experience: Minimum of 5 years of trust administration and estate planning experience preferred

Responsibilities:

- Maintain and grow a book of fiduciary and investment management accounts
- Develop and maintain relationships with high net worth clients and beneficiaries
- Work with Market Trust Executive to educate clients and associates on trust products
- Participate in new business development activities, with a focus on estate and financial planning
- Ensure compliance with regulatory procedures and policies

Requirements:

- Bachelor's degree
- Minimum of 5 years of trust administration and estate planning experience preferred
- Fiduciary certification (CTFA, CFP, AEP, JD, or CPA) preferred

Key Competencies:

- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Proactive problem-solving skills
- Strong communication and interpersonal skills
- Knowledge of policies, procedures, and regulatory requirements
- Ability to connect with high net worth clients

Skills:

- Business development
- Client management
- Risk management
- Wealth planning
- Client experience branding
- Decision making
- Presentation skills
- Attention to detail
- Critical thinking
- Financial analysis
- Planning
- Prospecting

Bank of America offers a competitive salary and benefits package, as well as opportunities for career growth and development. We are committed to creating a diverse and inclusive workplace, and we value the unique backgrounds and experiences of our employees. Join us and make a difference in the financial lives of our clients and communities.

Apply now to be a part of our team and start your journey towards a fulfilling career at Bank of America!

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works with typically large and complex high net worth clients and beneficiaries involving multi-generational families. partner with pcas to drive business development / close new trust business in prospecting activities
proactively 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 advice
proactively engage other specialists within bank of america’s private bank to best meet client needs (wealth strategists, office of chief fiduciary, etc

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