Trust Officer I

4 days ago


Atlanta, Georgia, United States Bank of America Full time $60,000 - $85,000 per year

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us
 

Trust Officer I (TO I), Private Banking, Atlanta -

Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers and portfolio managers in defining clients requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Typically an entry level position where smallest and least complicated issues are addressed. Non-licensed associate.

Trust Officers focus on serving the trust and fiduciary needs of affluent clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. The role will have responsibilities including both ongoing administration/investment and deepening of existing relationships.

Minimum requirements:

2-5 years of personal trust administration or equivalent work experience required.

BS/BA degree, with legal or paralegal focus preferred.

CTFA, CFP, JD a plus.

Solid understanding of Trust Product capabilities and enthusiastic about opportunities to serve the Trust needs of clients. Excellent communication and written skills. Demonstrated ability to communicate complex issues in a clear, understandable manner.

For internal employees: participation in a work from home posture does not make you eligible to post.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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