Trust Officer jobs at Bank Of America in United States, Atlanta
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Atlanta
11 jobs found
14.04.2025
BOA
Bank Of America Settlement Officer II Trust Service TSS United States, Georgia, Atlanta
The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment. The Settlement Officer...
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...
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...
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...
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,...
Serving as the primary treasury relationship contact for CFOs, Treasurers, VPs of Finance, and Controllers. Creating a modern and seamless client experience via on-site and virtual meetings, industry conferences, roundtables,...
The Settlement Officer is accountable for facilitating, managing, and settling trust terminations that require expertise and knowledge of fiduciary rules and regulations in a fast-paced, high-volume environment. The Settlement Officer...
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