Delaware Trust Officer Ii (de To Ii)

Bank of America

Wilmington, DE, United States
Not specified; not specified; competitive benefits...
Fully remote
5+ years trust administration experience
Delaware directed irrevocable trusts knowledge
Fiduciary law and tax compliance expertise
The role involves administering a book of fiduciary and investment management accounts while faithfully executing fiduciary duties in compliance with all laws and regulations

Job Summary

  • The role involves administering a book of fiduciary and investment management accounts while faithfully executing fiduciary duties in compliance with all laws and regulations.
  • Candidates will collaborate closely with financial advisor teams to facilitate trust book growth and ensure superior client service through a collaborative approach.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being alongside opportunities for career growth.

Matching Summary

The role involves administering a book of fiduciary and investment management accounts while faithfully executing fiduciary duties in compliance with all laws and regulations.

Salary

Not specified; Not specified; Competitive benefits included

Skills & Requirements

Must-have

  • 5+ years trust administration experience
  • Delaware Directed Irrevocable Trusts knowledge
  • Fiduciary law and tax compliance expertise
  • High-net-worth client relationship management
  • Discretionary distribution request processing

Nice-to-have

  • Mentoring junior associates
  • Continuous process improvement mindset
  • Strong collaborative team partnership skills
  • Advisory capacity to families and advisors

Key Requirements

  • Bachelor's degree or equivalent experience
  • CTFA or JD preferred
  • Minimum 5 years successful trust administration experience

Work Rights

Not specified

Tailored Resume

Cover Letter