Senior Trust Officer

Found in: beBee S US - 1 week ago


Kansas City, United States Bank of America Full time
  • The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
  • Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank’s fiduciary platform
  • The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market.
  • Proactively engage other specialists within Bank of America’s Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
  • Engage in high level trust administration; oversee all administration activities
  • Bachelor’s Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.
  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning

  • Senior Trust Officer

    Found in: beBee S US - 1 week ago


    Kansas City, United States Bank of America Corporation Full time

    The Senior Trust Officer maintains a book of fiduciary and investment management accounts.Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank's fiduciary platformThe Senior Trust Officer (STO) maintains a trust book and is a...

  • Senior Trust Officer

    Found in: beBee jobs US - 2 weeks ago


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    Found in: Appcast Linkedin GBL C2 - 16 hours ago


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