Senior Trust Officer

Bank of America (GHR)

Washington, DC, United States
Base: $98,100.00 - $210,000.00 annualized; bonus: ...
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Trust administration experience
Fiduciary law knowledge
High-net-worth client engagement
** Bank of America is seeking a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients. The role involves business development, risk management, and providing wealth planning solutions, emphasizing compliance and client engagement. **

Job Summary

  • The role involves managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while allowing flexibility based on role-specific considerations.
  • Employees are eligible for an annual discretionary award based on individual performance results, group contributions, and the overall success of the Company.

Matching Summary

Match Score: 75

** Bank of America is seeking a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients. The role involves business development, risk management, and providing wealth planning solutions, emphasizing compliance and client engagement. **

Salary

Base: $98,100.00 - $210,000.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Trust administration experience
  • Fiduciary law knowledge
  • High-net-worth client engagement
  • Investment account management
  • Business development skills
  • Regulatory compliance adherence

Nice-to-have

  • Proactive problem solving approach
  • Creative solution delivery
  • Strong team collaboration
  • Sophisticated client communication
  • Revenue target achievement

Key Requirements

  • Minimum five years of trust administration experience
  • Demonstrated expertise in fiduciary law and estate planning
  • Bachelor's Degree or equivalent business experience
  • CTFA, CFP, AEP, JD, or CPA certification preferred

Work Rights

Not specified

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