Delaware Trust Officer Ii (de To Ii)

Bank of America

Wilmington, DE, US
On-site
Fiduciary duties and compliance
Investment management and trust accounts
Client and advisor collaboration
Bank of America is seeking a Delaware Trust Officer II for their Wilmington, DE location. The role focuses on the administration of investment management and trust accounts, requiring expertise in fiduciary duties and collaboration with client teams

Job Summary

  • The Delaware Trust Officer is an expert in the administration of Investment Management and Trust accounts and responsible for faithfully executing our fiduciary duties as well as complying with all laws, regulations policies and procedures.
  • The Delaware TOII maintains a trust book of fiduciary and investment management accounts and works closely with national Private Bank and ML financial advisor’s teams to achieve strategic objectives.
  • Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence, and must have the ability to partner effectively.

Matching Summary

Match Score: 85

Bank of America is seeking a Delaware Trust Officer II for their Wilmington, DE location. The role focuses on the administration of investment management and trust accounts, requiring expertise in fiduciary duties and collaboration with client teams.

Skills & Requirements

Must-have

  • Fiduciary duties and compliance
  • Investment management and trust accounts
  • Client and advisor collaboration
  • Risk management and policy adherence
  • Delaware Directed Irrevocable Trusts

Nice-to-have

  • Continuous improvement of systems
  • Mentoring junior associates
  • Adherence to bank core values

Key Requirements

  • 5 or more years of experience in trust administration
  • Technically proficient in fiduciary law, tax investments and administration
  • Bachelor’s degree or equivalent experience
  • CTFA or JD preferred

Work Rights

Not specified

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