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Bank Of America Regional Fiduciary Officer 
United States, Delaware, Wilmington 
580414461

25.06.2024

Job Description:

Job Description:

Desired Qualifications:

  • 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 or fiduciary line of business function, strong understanding of Delaware directed trusts preferred
  • Experience working with trust officers/fiduciary specialists and making fiduciary related risk-reward decisions
  • Demonstrated ability to intelligently and persuasively articulate positions and influence decision makers and management on all levels as well as COIs and other external partners
  • Technical expertise in areas of fiduciary, planning, tax regulatory, legal and compliance
  • Strong ability to work in partnership with other functions/roles, including Legal and Risk
  • Understanding of when to escalate matters

Skills:

  • Advisory
  • Critical Thinking
  • Decision Making
  • Interpret Relevant Laws, Rules, and Regulations
  • Problem Solving
  • Collaboration
  • Customer and Client Focus
  • Executive Presence
  • Policies, Procedures, and Guidelines
  • Relationship Building
  • Adaptability
  • Attention to Detail
  • Coaching
  • Prioritization
  • Written Communications

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Education Requirements or Certifications:

Desired Education and Designations:

B.A. or B.S. (four-year undergraduate degree) and J.D. degree

Attorney licensed to practice law in at least one U.S. jurisdiction.

1st shift (United States of America)