Fiduciary Officer

4 weeks ago

Conshohocken, Pennsylvania, United States Bank of America Full time

Job Title: Fiduciary Officer - Private Bank

Job Summary:

We are seeking a highly skilled Fiduciary Officer to join our Private Bank team. As a Fiduciary Officer, you will be responsible for providing expert advice and guidance to our clients on complex fiduciary matters.

Key Responsibilities:

  • Provide technical fiduciary advice and guidance to clients and account teams
  • Assist account officers with the exercise of fiduciary discretion and review of new business opportunities
  • Identify and mitigate fiduciary risks and ensure compliance with relevant laws and regulations

Requirements:

  • 5+ years of experience in a fiduciary or trust and estates role
  • Strong understanding of fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws and regulations
  • Excellent communication and interpersonal skills

About Us:

Bank of America is a leading financial institution with a commitment to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development.

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