Delaware Trust Officer Ii (de To Ii)

Bank of America (GHR)

Wilmington, DE, US
Fully remote
5+ years trust administration experience
Delaware directed irrevocable trusts knowledge
Fiduciary law and tax compliance expertise
Bank of America is seeking a Delaware Trust Officer II to manage investment management and trust accounts while ensuring compliance with fiduciary duties and regulations. The ideal candidate will have significant experience in trust administration, strong communication skills, and the ability to work collaboratively with clients and advisors

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 advisors and client teams to facilitate trust book growth and ensure superior service for high-net-worth individuals.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.

Matching Summary

Match Score: 85

Bank of America is seeking a Delaware Trust Officer II to manage investment management and trust accounts while ensuring compliance with fiduciary duties and regulations. The ideal candidate will have significant experience in trust administration, strong communication skills, and the ability to work collaboratively with clients and advisors.

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 decision making

Nice-to-have

  • Mentoring junior associates
  • Process improvement initiative contribution
  • Strong collaborative team partnership skills
  • Excellent time management abilities
  • Advisory capacity to families and attorneys

Key Requirements

  • Bachelor's degree strongly preferred
  • CTFA or JD certification preferred
  • Minimum 5 years successful trust administration experience
  • Technically proficient in fiduciary law and tax investments

Work Rights

Not specified

Tailored Resume

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