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529 jobs found
16.05.2024
BOA

Bank Of America Trust Officer United States, Georgia, Savannah

Limitless High-tech career opportunities - Expoint
Description:
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...
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08.05.2024
BOA

Bank Of America Trust Officer United States, Missouri, Downtown Kansas City

Limitless High-tech career opportunities - Expoint
Description:
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...
Full job details
Yesterday
BOA

Bank Of America Senior Trust Officer United States, New Jersey

Limitless High-tech career opportunities - Expoint
Description:
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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Yesterday
BOA

Bank Of America Senior Trust Officer United States, Florida, Miami

Limitless High-tech career opportunities - Expoint
Description:
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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20.05.2024
BOA

Bank Of America Senior Trust Officer United States, North Carolina, Charlotte

Limitless High-tech career opportunities - Expoint
Description:
Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key...
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16.05.2024
BOA

Bank Of America Senior Trust Officer United States, Pennsylvania

Limitless High-tech career opportunities - Expoint
Description:
Partner with PCAs to drive business development / close new Trust business in prospecting activities. Proactively identify and harvest opportunities to deepen relationships within current client base. Meet with key...
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17.05.2024
BOA

Bank Of America Trust Officer II United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Description:
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,...
Full job details
Limitless High-tech career opportunities - Expoint
Description:
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...
Full job details
The trust officer role is one of the most important and influential positions within the tech industry. A trust officer is responsible for overseeing the activities of trusts and related investments, as well as making decisions that affect the financial performance and security of a company. Trust officers also provide guidance and advice to clients on how to manage their finances, whenever needed. Trust officers must be adept at navigating the ever-evolving landscape of the tech industry. They must have a strong understanding of the industry, trends and current regulations to ensure the safe and effective management of clients’ assets. Trust officers must have a comprehensive knowledge of investment products, sound decision making and critical thinking skills, and must be able to effectively communicate their advice to clients. Strong problem solving, communication, and interpersonal abilities are the core of the trust officer role. It’s expected that a trust officer possess an understanding of the tech industry to give accurate tax and other financial advice to clients. Informing clients of potential tax implications and benefits of making financial decisions is an important part of the trust officer role. Trust officers also interact with senior management while monitoring the activities of clients to ensure they're compliant with current regulations, rules, and industry trends. They also carry out assessments and evaluations on the performance of investments and adjust accordingly. If you’re qualified and interested in a trust officer position, Expoint is the perfect choice for you. Expoint provides the latest tech industry updates, job postings and other career opportunities for trust officers. Create an account today and get connected with a diverse network of leading companies and trust officers.