Trust Officer Ii 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
15 jobs found
14.08.2024
BOA
Bank Of America Trust Officer II United States, Georgia, Atlanta
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...
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...
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...
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,...
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,...
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Trust Officer Ii opportunities at Bank Of America in United States, Atlanta. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.