Senior Trust Officer

3 weeks ago


Dallas, Texas, United States Bank of America Full time
Job Title: Senior Trust Officer

At Bank of America, we are committed to helping our clients achieve their financial goals through our trust and estate services. As a Senior Trust Officer, you will play a critical role in providing expert guidance and support to our high net worth clients.

Key Responsibilities:
  • Administer and manage complex trust books, ensuring compliance with fiduciary laws and regulations.
  • Develop and implement estate and wealth transfer plans tailored to the unique needs of our clients.
  • Collaborate with Private Bank teams to achieve strategic objectives and drive business growth.
  • Provide exceptional client service, building strong relationships and trust with our clients.
  • Stay up-to-date with industry trends and regulatory changes, ensuring our clients receive the best possible advice.
Requirements:
  • Bachelor's degree and a minimum of 5 years of trust administration and estate planning experience.
  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA certification.
  • Strong technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive salary and benefits package, including health insurance, retirement savings, and paid time off.
  • The chance to work with a diverse and talented team, dedicated to delivering exceptional client service.

Bank of America is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.



  • Dallas, Texas, United States Bank of America Full time

    Job DescriptionJob Title: Senior Trust OfficerJob Summary:We are seeking a highly skilled Senior Trust Officer to join our team at Bank of America. As a Senior Trust Officer, you will be responsible for maintaining a trust book and working closely with local Private Bank teams to achieve strategic objectives.Key Responsibilities:Maintain a complex book of...

  • Senior Trust Officer

    4 weeks ago


    Dallas, Texas, United States Bank of America Full time

    Job Title: Senior Trust OfficerAt Bank of America, we are committed to helping our clients achieve their financial goals through our comprehensive trust and estate services. As a Senior Trust Officer, you will play a critical role in maintaining a trust book and working closely with local Private Bank teams to achieve strategic objectives.Key...


  • Dallas, Texas, United States Northern Trust Full time

    Northern Trust is a leading financial institution with a rich history of providing innovative financial services and guidance to successful individuals, families, and institutions.We are seeking a highly skilled and experienced professional to join our team as a Senior Legal Officer.The successful candidate will be responsible for managing a portfolio of...

  • Trust Officer

    2 weeks ago


    Dallas, Texas, United States BOK Financial Full time

    Job Title: Trust Officer About the Role: We are seeking a skilled Trust Officer to join our team at BOK Financial. As a Trust Officer, you will be responsible for administering personal trust, custody, and estate accounts, providing exceptional service to our clients, and ensuring compliance with governing instruments, state and federal law, and fiduciary...

  • Tax Senior

    4 weeks ago


    Dallas, Texas, United States Mazars Full time

    Job Title: Tax Senior - Trust and EstatesMazars is seeking a highly skilled Tax Senior to join our Trust and Estates team. As a Tax Senior, you will be responsible for providing tax planning, consulting, and compliance services to high-net-worth individuals, their closely held businesses, estates, family offices, and trusts.Key Responsibilities:Provide tax...

  • Trust Officer II

    1 month ago


    Dallas, Texas, United States Bank of America Full time

    Job Title: Trust Officer IIAt Bank of America, we are committed to helping our clients achieve their financial goals through our fiduciary and investment management services. As a Trust Officer II, you will play a critical role in managing a book of high-net-worth clients and beneficiaries, providing expert guidance and support to help them achieve their...

  • Fiduciary Officer

    1 week ago


    Dallas, Texas, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core values of service, expertise, and integrity.We have over 130 years of financial...


  • Dallas, Texas, United States KPMG Full time

    About the Role:KPMG is seeking a Trust Tax Senior Associate to join our Tax practice. As a key member of our team, you will be responsible for focusing on fiduciary, charitable, and information reporting returns.Responsibilities:Analyze, prepare, and review tax workpapers and returns, estimated payments, and extensions.Use tax preparation software, Thomson...


  • Dallas, Texas, United States KPMG Full time

    Business Title:Trust Tax Senior AssociateRequisition Number:Function:Tax ServicesArea of Interest:State:TXCity:DallasDescription:At KPMG, we're known for being a great place to work and build a career. We provide audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our...

  • Trust Officer II

    1 week ago


    Dallas, Texas, United States Bank of America Full time

    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...


  • Dallas, Texas, United States Care Full time

    Job Title: Senior Technical Product Manager: Trust and SafetyCare.com is a consumer tech company with a mission to solve a human challenge we all face: finding great care for the ones we love. We're on a quest to build trust and safety in our platform, and we need a Senior Technical Product Manager to lead the charge.About the Role:We're looking for a...


  • Dallas, Texas, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions. Our commitment to service, expertise, and integrity has enabled us to build...


  • Dallas, Texas, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Key ResponsibilitiesServing as Senior Trust AdvisorManage a portfolio of wealth...


  • Dallas, Texas, United States Care Full time

    About the RoleCare is a consumer tech company with a mission to solve a human challenge we all face: finding great care for the ones we love. We're on a journey to make a positive impact on people's lives by providing a platform that connects families with trusted caregivers. As a Senior Technical Product Manager: Trust, you will play a critical role in...

  • Compliance Officer

    4 weeks ago


    Dallas, Texas, United States Discovery Senior Living Full time

    About Discovery Senior LivingDiscovery Senior Living is a leading provider of senior living communities, with a portfolio of upscale communities across the United States. We are committed to delivering exceptional service and quality care to our residents, while maintaining a strong focus on business integrity and compliance.Job SummaryWe are seeking a...

  • Compliance Officer

    1 month ago


    Dallas, Texas, United States Discovery Senior Living Full time

    About Discovery Senior LivingDiscovery Senior Living is a leading provider of senior housing and healthcare services, with a portfolio of upscale communities across the United States. Our company is committed to delivering exceptional lifestyle and value to our residents, while maintaining a strong focus on business integrity and compliance.Job SummaryWe are...


  • Dallas, Texas, United States Stealth Recruiting Services Full time

    Job OpportunityWe are seeking a skilled Trust and Estate Attorney to join our team at our Newport Beach office. As a trusted advisor, you will work closely with clients to create customized estate plans, manage trust assets, and ensure compliance with legal requirements.Key Responsibilities:Develop and implement estate plans, including wills and trusts, to...


  • Dallas, Texas, United States Security National Bank Full time

    Job OverviewAt Security National Bank, a family-owned institution with a rich history since 1964, we prioritize relationships and embrace the unique qualities of our team members. As we expand into new markets, we invite you to become a part of our growing family. We are a community bank providing a wide range of financial services including personal,...


  • Dallas, Texas, United States The Symicor Group Full time

    Job Title: Senior Commercial Loan OfficerAbout the Role:The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves.Job...

  • Security Officer

    4 days ago


    Dallas, Texas, United States Five Star Senior Living Full time

    Work with PurposeAt Five Star Senior Living, our team members are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities for...