Delaware Trust Officer Ii (de To Ii)

Bank of America (GHR)

Wilmington, Delaware, USA
Fully remote
Fiduciary duties and compliance
Administering trust accounts
Risk management and policy adherence
Responsible for the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth

Job Summary

  • Responsible for the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth.
  • Minimize account risk by analyzing trust documents and performing annual account reviews for compliance with trust provisions, state and federal regulations, and trust policy and procedure adherence.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.

Matching Summary

Responsible for the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth.

Skills & Requirements

Must-have

  • Fiduciary duties and compliance
  • Administering trust accounts
  • Risk management and policy adherence
  • Client and advisor collaboration
  • Interpreting governing instruments

Nice-to-have

  • Mentoring junior associates
  • Contributing improvement ideas
  • Building long-term relationships
  • Advisory capacity to clients

Key Requirements

  • 5+ years trust administration experience
  • Technical proficiency in fiduciary law
  • Bachelor's degree or equivalent experience
  • CTFA or JD preferred

Work Rights

Not specified

Tailored Resume

Cover Letter