We have other current jobs related to this field that you can find below

  • Senior Property Financial Analyst

    3 months ago

    Paramus, United States Vornado Realty Full time

    Vornado Realty Trust (NYSE: VNO) is an equity Real Estate Investment Trust (REIT) with over 30 million square feet of office and retail properties under management. With portfolio concentration in New York City, Vornado also owns premier assets of theMART in Chicago and the 555 California Street complex in San Francisco. Vornado’s reputation in the...

  • Senior Financial Analyst for Property Management

    6 days ago

    Paramus, New Jersey, United States VNO-NCW Full time

    Company Overview:Vornado Realty Trust (NYSE: VNO) is a prominent equity Real Estate Investment Trust (REIT) managing over 30 million square feet of office and retail spaces. With a significant presence in New York City, Vornado also boasts high-profile assets such as theMART in Chicago and the 555 California Street complex in San Francisco. The firm is...

  • Senior Analyst of Property Financial Operations

    6 days ago

    Paramus, New Jersey, United States VNO-NCW Full time

    Company Overview:Vornado Realty Trust (NYSE: VNO) is a prominent equity Real Estate Investment Trust (REIT) managing over 30 million square feet of office and retail spaces. With a significant presence in New York City, Vornado also holds prestigious properties such as theMART in Chicago and the 555 California Street complex in San Francisco. Renowned for...

  • National Field Sales

    3 months ago

    Paramus, United States Longbridge Financial Full time

    Job DescriptionJob DescriptionCompany DescriptionLongbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Our mission is to be consistently fair, transparent, and professional at all times with our employees, customers, and partners.Recognized as an...

  • Medical Office Reception Coordinator

    6 days ago

    Paramus, New Jersey, United States Visage Surgical Full time

    Position OverviewJoin our esteemed team at Visage Surgical as a Medical Office Reception Coordinator, where you will serve as the initial point of contact for our valued patients. The ideal candidate will possess exceptional interpersonal abilities and a solid background in the healthcare industry. A strong commitment to customer service is essential.Key...

  • Senior Tax Consultant

    6 days ago

    Paramus, New Jersey, United States Jobot Full time

    Join a Dynamic Accounting FirmWe are a distinguished accounting practice dedicated to delivering tailored tax, financial, and business solutions. If you are a Tax Senior with a commitment to excellence in public accounting and eager to collaborate with prestigious clients, this opportunity may be ideal for you. Become a part of our team and contribute to a...

  • Tax Advisory Senior

    1 day ago

    Paramus, New Jersey, United States Jobot Full time

    Join a Dynamic Accounting FirmWe are a distinguished accounting practice dedicated to delivering tailored tax, financial, and business solutions. If you are a Tax Senior who thrives in public accounting and seeks to collaborate with esteemed clients, this opportunity may align perfectly with your career aspirations. Become a vital part of our team and...

  • Senior Administrative Assistant

    6 days ago

    Paramus, United States Care Plus NJ Full time

    Senior Administrative Assistant Organizational Overview: CarePlus New Jersey continues to be a leader in mental health and a pioneer in integrated care in Northern New Jersey for more than 45 years. CarePlus strives for excellence in mental health, addiction recovery, and community-based services. Our goal is to offer affordable, accessible, and...

  • Tax Services Senior Associate

    21 hours ago

    Paramus, New Jersey, United States Jobot Full time

    Join a Dynamic Accounting FirmWe are a distinguished accounting practice dedicated to delivering tailored tax, financial, and business solutions. If you are a Tax Senior with a strong commitment to public accounting and a desire to collaborate with esteemed clients, this opportunity may align perfectly with your career aspirations. Become a part of our team...

  • Sr Property Financial Analyst

    3 months ago

    Paramus, United States VNO-NCW Full time

    Vornado Realty Trust (NYSE: VNO) is an equity Real Estate Investment Trust (REIT) with over 30 million square feet of office and retail properties under management. With portfolio concentration in New York City, Vornado also owns premier assets of theMART in Chicago and the 555 California Street complex in San Francisco. Vornado's reputation in the industry...

  • Senior Audit Associate

    6 days ago

    Paramus, New Jersey, United States KRS CPAs LLC Full time

    Join Our Team as a Senior Audit Associate!KRS CPAs, LLC, a dynamic and expanding CPA firm, is currently looking for a Senior Audit Associate to support various aspects of our audit operations and manage daily activities across multiple engagements. The Senior Audit Associate will play a crucial role as a knowledgeable member of our accounting and auditing...

  • Senior Audit Associate

    23 hours ago

    Paramus, New Jersey, United States KRS CPAs, LLC Full time

    Position OverviewSalary Range: $70K - $100KSign-On Bonus AvailableKRS CPAs, LLC, a dynamic CPA firm, is on the lookout for a Senior Audit Associate to support various facets of our audit operations and manage daily engagement activities. The Senior Audit Associate will play a crucial role as a knowledgeable member of our accounting and auditing team,...

  • Audit Senior

    3 months ago

    Paramus, United States KRS CPAs, LLC Full time

    Job DescriptionJob DescriptionSalary: $70K - $100KSIGN-ON BONUS AVAILABLE!!!KRS CPAs, LLC is a growing CPA firm located in Paramus, NJ seeking an Audit Senior to assist with all aspects of the audit practice and the day-to-day activities of various engagements. The Audit Senior will serve as an experienced member of the accounting and auditing team,...

  • Lead Property Financial Analyst

    21 hours ago

    Paramus, New Jersey, United States VNO-NCW Full time

    Company Overview:Vornado Realty Trust (NYSE: VNO) is a prominent equity Real Estate Investment Trust (REIT) managing over 30 million square feet of office and retail spaces. With a strong focus on New York City, Vornado also possesses significant assets in Chicago and San Francisco, earning a reputation for exceptional quality and integrity in the industry....

  • Senior Accountant

    2 months ago

    Paramus, United States KRS CPAs LLC Full time

    SIGN-ON BONUS AVAILABLE!!! KRS CPAs, LLC is a growing CPA firm located in Paramus, NJ seeking a Senior Accountant to assist with various client services including tax preparation, tax planning, financial statement preparation, compilations & reviews, audits & consulting. The ideal candidate will have an accounting degree with 3+ years of CPA firm experience....

  • Senior Project Accountant

    18 hours ago

    Paramus, New Jersey, United States QISG Full time

    Job SummaryWe are seeking a highly skilled Senior Project Accountant to join our team at QISG, a leading Construction Services Company. As a Senior Project Accountant, you will play a critical role in managing and coordinating company and project accounting systems to monitor department general ledger accounts, project budgets, invoicing, payables,...

  • Senior Accountant

    3 months ago

    Paramus, United States KRS CPAs, LLC Full time

    Job DescriptionJob DescriptionSalary: $70K - $100KSIGN-ON BONUS AVAILABLE!!!KRS CPAs, LLC is a growing CPA firm located in Paramus, NJ seeking a Senior Accountant to assist with various client services including tax preparation, tax planning, financial statement preparation, compilations & reviews, audits & consulting. The ideal candidate will have an...

  • Reverse Mortgage Lending Officer

    6 days ago

    Paramus, New Jersey, United States The Ladders Full time

    Company Overview The Ladders is a forward-thinking organization dedicated to empowering senior homeowners to redefine their financial landscape and enhance their retirement experience. Our core mission is to uphold fairness, transparency, and professionalism in all interactions with our employees, clients, and partners. As a recognized leader in the...

  • Head of CIO Office

    5 days ago

    Paramus, United States Veolia North America Full time

    Company DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare,...

  • Senior Project Manager

    2 weeks ago

    Paramus, United States Russell Tobin & Associates Full time

    What are we looking for in our Senior Project Manager? The Information Technology team at Russell Tobin & Associates is supporting a top Utility & Energy organization that has an opening for a remote Sr. Project Manager.Title: Sr. Project Manager Location: Paramus, NJ (Hybrid) Duration: 6+ MonthsPay Range: $60/hr to $65/hr (As per...

Senior Trust Officer

3 months ago

Paramus, United States Bank of America Full time
Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Job Description

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:
  • Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
  • Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
  • Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
  • Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
  • Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Key attributes / competencies:
  • Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
  • Initiative/proactive approach to problem solving
  • Creative though prudent approach to providing solutions within Bank's risk/reward profile
  • Ability / drive to "ask for the order" to close sales
  • Good people/partner communication skills / team player
  • Knowledge of policies, procedures, regulatory requirements
  • High level of savvy and sophistication re: high net worth clients' concerns / issues
  • Ability to communicate and connect with high-net-worth clients
Desired Skills:
  • Bachelor's Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience
  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
Skills:
  • 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