Senior Trust Officer

Min 5 yrs required

Full-time

No

Salary: Competitive


Senior Trust Officer - Atlanta, Georgia

Responsibilities:
• Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries
• Oversee administration and business development of complex investment management and trust accounts
• Partner with Merrill Advisory stakeholders to pursue trust services and provide fiduciary oversight and administration
• Engage with clients and prospects to build and transfer wealth tailored to their unique goals
• Ensure compliance with regulatory and legal requirements

Key Competencies:
• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
• Proactive approach to problem solving and risk management
• Strong communication skills and ability to connect with high-net-worth clients
• Knowledge of policies, procedures, and regulatory requirements

Requirements:
• Minimum of 5 years of trust administration, fiduciary law, and estate & wealth transfer planning experience
• CTFA, CFP, AEP, JD, or CPA certification preferred
• Ability to travel up to 15% of the time

Full-Time, 1st Shift, 40 Hours Per Week
Competitive Salary

Bank of America is seeking a Senior Trust Officer in Atlanta, Georgia to join their National Trust Services group and manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries. This position offers the opportunity to work with a diverse and inclusive team, as well as support the Responsible Growth initiative of the company.

Key Responsibilities:
• Oversee the administration and business development of complex investment management and trust accounts
• Review trust instruments and participate in matters where the trustee is exercising discretion
• Manage risk and conduct periodic trust reviews
• Coordinate opening and closing of investment management accounts and handle money movement and account maintenance
• Engage with clients and prospects to provide tailored wealth planning solutions
• Ensure compliance with regulatory and legal requirements

Key Competencies:
• Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning
• Proactive approach to problem solving and risk management
• Strong communication skills and ability to connect with high-net-worth clients
• Knowledge of policies, procedures, and regulatory requirements

Desired Skills:
• Minimum of 5 years of trust administration, fiduciary law, and estate & wealth transfer planning experience
• CTFA, CFP, AEP, JD, or CPA certification preferred

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Full-Time, Competitive Salary

Bank of America is committed to providing a diverse and inclusive workplace for all employees. They offer competitive benefits to support the physical, emotional, and financial well-being of their employees and their families. Join Bank of America and make a difference in the lives of clients, teammates, communities, and shareholders. Apply now for the Senior Trust Officer position in Atlanta, Georgia.

Competitive benefits package

Fiduciary Law, Estate and Wealth Transfer Planning, CTFA, CFP, AEP, JD, CPA

CTFA, CFP, AEP, JD, or CPA preferred

Apply online at the company website

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