Trust Officer II
4 weeks ago
Job Description:
This role is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts, working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence, and driving business development and retention.
Responsibilities:
- Provides fiduciary administration support, including reviewing trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews.
- Supports investment management accounts, including coordinating opening and closing accounts, money movement, and account maintenance.
- Works with Market leaders and engages clients and prospects to plan, 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.
Requirements:
- High School Diploma / GED / Secondary School or equivalent.
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
Work Environment:
Bank of America is committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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