Senior Trust Officer

2 weeks ago


Atlanta, Georgia, United States Bank of America Full time
Job Title: Senior Trust Officer

Job Summary:

At Bank of America, we are committed to helping our clients achieve their financial goals through our fiduciary services. As a Senior Trust Officer, you will be responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.

Key Responsibilities:

* Oversee the administration and business development of complex investment management and trust accounts
* Work with team members to assure trust product awareness and education of clients, associates, and Centers of Influence
* Drive business development and retention
* Assist clients with wealth planning needs
* Manage risk

Requirements:

* Bachelor's Degree or equivalent business experience
* Fiduciary professional with CTFA, CFP, AEP, JD, or CPA certification
* 5 years of trust administration and estate planning experience

What We Offer:

* Competitive compensation and benefits package
* Opportunities for career growth and development
* Collaborative and dynamic work environment

How to Apply:

If you are a motivated and experienced professional looking for a challenging and rewarding career opportunity, please submit your application.

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:

* 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

Minimum Education Requirement:

High School Diploma/GED/Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

  • Atlanta, Georgia, United States Citzens Trust Bank Full time

    **About Citizens Trust Bank**">Citizens Trust Bank is a reputable financial institution with over 100 years of experience providing personalized service and financial solutions to meet the growing needs of our customers.We are committed to our institution's values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and...


  • Atlanta, Georgia, United States Citizens Trust Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Center Manager to join our team at Citizens Trust Bank. The successful candidate will be responsible for leading a team of financial professionals, providing exceptional customer service, and driving business growth.


  • Atlanta, Georgia, United States OneTrust Full time

    Unlock the Power of Data and AI with OneTrustWe are seeking a skilled Trust Architecture Specialist to join our team at OneTrust. This role is a strategic advisor within our Privacy/GRC/Compliance product portfolio, working closely with customers to ensure their success and achieve value.About the RoleThe Trust Architecture Specialist will be responsible for...


  • Atlanta, Georgia, United States Citizens Trust Bank Full time

    Job DescriptionCitizens Trust Bank is seeking a Commercial Relationship Officer to join our team in Chattanooga, TN. As a key member of our commercial banking division, you will be responsible for developing and maintaining relationships with existing customers, identifying new business opportunities, and providing exceptional customer service.About the...


  • Atlanta, Georgia, United States Citzens Trust Bank Full time

    Citizens Trust Bank Job OpportunityWe are seeking a highly motivated and skilled Mortgage Loan Officer to join our team in Atlanta, GA. As a key member of our financial services team, you will be responsible for originating mortgage loans, developing business relationships, and providing exceptional customer service.Key Responsibilities:Originate mortgage...


  • Atlanta, Georgia, United States Trident Trust Full time

    We are seeking a highly experienced Fund Accounting Team Lead to join our thriving Atlanta office at Trident Trust.This role is responsible for leading the activities of multiple clients as assigned; supervising senior and staff accountants to ensure client needs are being met and tasks are being delegated appropriately. The role is accountable for reviewing...


  • Atlanta, Georgia, United States RemX Full time

    Job Title: Senior Office CoordinatorAbout the RoleWe are seeking a highly organized and detail-oriented Senior Office Coordinator to join our team at RemX in College Park, GA. The successful candidate will be responsible for coordinating operational and sales efforts within a cold storage facility.ResponsibilitiesReview records and reports pertaining to...


  • Atlanta, Georgia, United States Citizens Trust Bank Full time

    **About Us**Citizens Trust Bank, a leader in the financial industry, is committed to delivering exceptional customer service and innovative solutions. Our mission is to empower generations for financial success by providing personalized banking experiences.


  • Atlanta, Georgia, United States 3TG Staffing Solutions Full time

    Job OverviewWe are seeking a highly skilled Senior Office Coordinator to join our team at 3TG Staffing Solutions. The ideal candidate will have strong professionalism, time management, and communication skills, with experience in calendar management, travel arrangements, and event coordination.


  • Atlanta, Georgia, United States Adams & Martin Group Full time

    About the RoleWe are seeking a seasoned Estate & Trust Attorney to join our dynamic boutique law firm. This is a long-term career opportunity for an experienced professional looking to make a lasting impact.Key ResponsibilitiesEstate Planning: Collaborate with our talented estate team to develop and implement strategies for high-net-worth familiesDocument...


  • Atlanta, Georgia, United States Morehouse School Of Medicine Full time

    Job Title: Senior Office CoordinatorAbout UsMorehouse School of Medicine is a leading academic medical center dedicated to improving health and well-being, increasing diversity in the healthcare workforce, and addressing primary healthcare through education, research, and service. We are committed to creating a diverse and inclusive environment that fosters...


  • Atlanta, Georgia, United States Citizens Trust Bank Full time

    About Citizens Trust BankWe're a bank with a rich history, committed to delivering personalized service and financial solutions to our customers. With over 100 years of experience, we remain dedicated to empowering generations for financial success.

  • LPN Nurse

    4 weeks ago


    Atlanta, Georgia, United States Sunrise Senior Living Full time

    Sunrise Senior Living, a leader in senior care, is seeking an experienced LPN to join our team. With over 30 years of championing quality of life for seniors, we pride ourselves on delivering high-quality care with a personal touch.Role OverviewThe LPN Nurse will be responsible for providing top-notch care to our residents, promoting their overall well-being...


  • Atlanta, Georgia, United States Sunrise Senior Living Full time

    About UsSunrise Senior Living has championed quality of life in senior care for over 30 years. Our commitment to excellence and dedication to providing top-notch care sets us apart from other providers.We believe that our team members are our greatest resource, and we're always looking for individuals who share our passion for delivering exceptional care and...


  • Atlanta, Georgia, United States Citizens Trust Bank Full time

    Job SummaryWe are seeking an experienced Mortgage Loan Officer to join our team at Citizens Trust Bank. As a Mortgage Loan Officer, you will be responsible for originating residential mortgage loans, developing business relationships with clients, and promoting the bank's mortgage and other banking solutions. The ideal candidate will have a strong working...


  • Atlanta, Georgia, United States Sunrise Senior Living Full time

    About Sunrise Senior LivingSunrise Senior Living has been a leader in senior care for over 30 years. We strive to create a supportive environment that fosters personal growth and development for our team members.Our MissionWe are passionate about championing quality of life for all seniors. Our dedicated team works tirelessly to deliver high-quality care...


  • Atlanta, Georgia, United States Jobot Full time

    Financial Leadership OpportunityWe are seeking a highly skilled Senior Financial Manager to join our team in the Atlanta office. This is an exciting opportunity for a finance professional to take on a leadership role and contribute to the success of our organization.About the Role:The successful candidate will be responsible for overseeing all financial...


  • Atlanta, Georgia, United States Citzens Trust Bank Full time

    As a highly motivated and experienced Commercial Banking Relationship Manager, you will play a key role in driving business growth and development at Citizens Trust Bank. With a strong focus on building long-term relationships with clients, you will work closely with internal stakeholders to identify new business opportunities and develop tailored solutions...


  • Atlanta, Georgia, United States Citizens Trust Bank Full time

    Job OverviewWe are seeking a highly motivated and experienced Commercial Banking Professional to join our team at Citizens Trust Bank in Memphis, TN. As a Senior Relationship Manager, you will be responsible for building and maintaining relationships with existing clients, identifying new business opportunities, and driving sales growth.Key...


  • Atlanta, Georgia, United States CenterWell Senior Primary Care Full time

    We are seeking a highly skilled Senior Family Medicine Physician Lead to join our team at CenterWell Senior Primary Care. As a leader, you will be responsible for overseeing a team of advanced practice providers and delivering high-quality patient care to our senior population.About the RoleThis is a full-time position that requires working 40 hours per...