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Trust Officer

1 month ago

Seattle, Washington, United States Bank of America Full time
Job Description

Bank of America is seeking a Trust Officer to manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.

The ideal candidate will have technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning. They will be responsible for 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.

Key responsibilities include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk. The Trust Officer will also be responsible for providing 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.

The successful candidate will have a proactive approach to problem-solving, a creative and prudent approach to providing solutions within Bank's risk/reward profile, and the ability to communicate and connect with high-net-worth clients.

Desired skills include a Bachelor's Degree or equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience. Fiduciary professionals with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification) are preferred.

This role is eligible to participate in the annual discretionary plan and is currently benefits eligible. Bank of America is an equal opportunity employer and considers applicants without regard to race, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status.