Bank Of America Trust Officer 

United States, Texas, Dallas 

188149849

Job Description:

Job Summary:

Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers and portfolio managers in defining client's requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Typically an entry level position where smallest and least complicated issues are addressed. Non-licensed associate.

Job 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 and younger generation. Develops and deliverers solutions to meet client needs
• Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. Successfully works with centers of influence and the professional community to develop a network of external referral partners
• As the key associate on specific relationships, works with teammates to deliver our full array of integrated solutions, as appropriate
• Promotes the full breadth of our fiduciary platform (fiduciary, tax, special assets, estate settlement, both internally and externally to grow our fiduciary business and actively participates in the sales process.
• Collaborates with team members to consistently deliver on Bank of America’s Private Bank value proposition.

Qualifications:

• 2+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent)
• Technically proficient in fiduciary law, tax investments and administration
• Additional Legal, Paralegal and/or JD a plus, not required
• Fiduciary Education and Training (desired)

1st shift (United States of America)