Senior Trust Officer jobs at Bank Of America in United States, Atlanta
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Company (1)
Job type
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Job title (1)
United States
State
Atlanta
21 jobs found
02.07.2024
BOA
Bank Of America Senior Trust Officer United States, Georgia, Atlanta
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
Oversee completion of investment policy statement. Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection,...
Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures. Responsible for understanding the client’s situation and circumstances, including knowing the clients extended family...
Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures. Responsible for understanding the client’s situation and circumstances, including knowing the clients extended family...
Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust,...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
BS/BA or equivalent experience helpful. Non-licensed associate. 3 – 5 years of individual retirement account or Private Bank administrative or trust experience preferred, but not required. Private Bank and Merrill...
Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews. Supports investment management accounts...
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