Trust Officer Ii jobs at Bank Of America in United States, Wilmington
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Wilmington
4 jobs found
14.09.2025
BOA
Bank Of America Financial Solutions Advisor II - Coastal Carolinas United States, North Carolina, Wilmington
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Work with clients, their attorneys and other professionaladvisors includingco-trustees, investmentadvisors, accountants,. Respond to requests frombeneficiaries includingrequest for discretionarydistributions. Obtainsupporting documents such as tax returns andbudgets. Preparediscretionary distributionrequest outliningthe dispositive provisions...
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. performing a legal, risk...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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