Trust Officer Ii Private Bank jobs at Bank Of America in United States, Providence
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Company (1)
Job type
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Job title (1)
United States
State
Providence
13 jobs found
02.09.2024
BOA
Bank Of America Regional Fiduciary Officer United States, Rhode Island, Providence
5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company. Experience working with 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...
Manages all administrative and office management duties, such as conducting account maintenance and preparing letters, monitoring and preparing reports, and ordering office supplies such as equipment. Oversees and provides guidance...
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...
Build ongoing relationships with internal and external customers – negotiating equipment buy-outs, lease renewals and equipment sales. Evaluate current market conditions and prices for equipment based on research and analysis...
Prepares complex federal and state fiduciary tax returns and gift tax returns. Complies with bank standards and policies, federal and state tax law, and client service standards. Acts as a...
5+ years’ experience as a practicing Trusts & Estates lawyer in private practice and/or time employed by a Bank, Private Wealth Management firm or Trust Company. Experience working with trust...
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