Senior Trust Officer

Min 5 yrs required

Full-time

No

Senior Trust Officer

Salary Information:

- Salary range: $100,000 - $150,000 per year
- Competitive benefits package, including health insurance, retirement plans, and paid time off
- Bonus potential based on performance

Job Title:

- Senior Trust Officer

Experience Information:

- Bachelor's degree required
- Minimum of 5 years of experience in trust administration and estate planning preferred
- Professional certifications such as CTFA, CFP, AEP, JD, or CPA preferred

Bank of America is seeking a Senior Trust Officer to join their team and help drive Responsible Growth through their diverse and inclusive workplace. The Senior Trust Officer will maintain a book of fiduciary and investment management accounts, with a focus on business development and administration of complex accounts. This position offers a competitive salary range of $100,000 - $150,000 per year, along with a comprehensive benefits package and bonus potential based on performance.

Key Responsibilities:

- Maintain a book of fiduciary and investment management accounts
- Handle regulatory and compliance procedures
- Develop new business through estate and financial planning
- Partner with Private Bank teams to achieve strategic objectives
- Lead trust product sales and education for clients and associates
- Manage fiduciary risks and adhere to trust policies
- Proactively identify and resolve client issues
- Engage in high level trust administration and risk management activities
- Communicate and connect with high net worth clients
- Collaborate with other specialists within the Private Bank
- Document interpretation and decision making
- Identify and resolve issues with at-risk clients

Requirements:

- Bachelor's degree and minimum of 5 years of trust administration and estate planning experience preferred
- Professional certifications such as CTFA, CFP, AEP, JD, or CPA preferred
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
- Proactive problem solving and a creative approach to providing solutions
- Ability to close sales and ask for business with high net worth clients
- Strong communication skills and ability to work well within a team
- Knowledge of policies, procedures, and regulatory requirements
- High level of understanding of high net worth clients' concerns and issues

Skills:

- Business development and client management
- Risk management and wealth planning
- Customer and client focus
- Presentation skills and process management
- Critical thinking and financial analysis
- Attention to detail and decision making
- Planning and prospecting
- Client experience branding and client solutions advisory

This full-time position requires a Bachelor's degree and a minimum of 5 years of experience in trust administration and estate planning. The Senior Trust Officer may also be required to travel up to 5% of the time. If you are a driven and experienced professional looking for a new opportunity to make an impact and grow your career, apply now to join the Bank of America team!

Competitive benefits package including physical, emotional, and financial well-being support.

Business Development, Client Management, Customer and Client Focus, Risk Management, Wealth Planning, Client Experience Branding, Client Solutions Advisory, Decision Making, Presentation Skills, Process Management, Attention to Detail, Critical Thinking, Financial Analysis, Planning, Prospecting

Bachelor's Degree, CTFA, CFP, AEP, JD, CPA

Interested candidates can apply through the company's website or by contacting the HR department.

Qualification and Experience Bachelor's Degree, CTFA, CFP, AEP, JD, CPA

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