Trust Officer I

Min 2 yrs required

Full-time

No

Job Title: Trust Officer I
Location: Savannah, Georgia
Salary: Competitive salary based on experience
Experience: 2+ years of successful experience in trust administration

Job Summary:
- Provide fiduciary support and expertise for clients
- Work closely with relationship managers and portfolio managers
- Address smallest and least complicated issues
- Non-licensed position

Responsibilities:
- Administer fiduciary accounts in compliance with regulations, policies, and procedures
- Understand client's situation and develop solutions to meet their needs
- Possess technical knowledge in law, tax, fiduciary investing, regulation, compliance, and estate planning
- Develop a network of external referral partners
- Collaborate with team members to deliver integrated solutions
- Promote fiduciary platform and actively participate in sales process
- Consistently deliver on Bank of America's Private Bank value proposition

Qualifications:
- 2+ years of experience in trust administration and managing relationships with high net worth clients
- Technical proficiency in fiduciary law, tax, investments, and administration
- Additional legal or JD degree is a plus
- Fiduciary education and training is desired

Company Overview:
- Bank of America's common purpose is to help make financial lives better through every connection
- Devoted to being a diverse and inclusive workplace
- Offers competitive benefits to support physical, emotional, and financial well-being
- Believes in working together and offering flexibility to employees

Join Bank of America and make a difference in people's lives while growing your career and making an impact. Apply now for the Trust Officer I position in Savannah, Georgia.

Not applicable for this position.

Competitive benefits package including health, dental, vision, retirement, and paid time off.

English

Client Relationship Management, Estate Planning, Compliance, Sales, Networking, Team Collaboration

Bachelor's degree in a related field is required.

Interested candidates can apply through the company's website or by submitting a resume and cover letter to the contact person listed below.

Qualification and Experience Bachelor's degree

Legal