Bank Of America Senior Trust Officer 

United States, Georgia, Atlanta 

775483713

Job Description:

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Job Description

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

• 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 including the coordination of opening and closing accounts, money movement, and account maintenance
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

:

• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
• Initiative/proactive approach to problem solving
• Creative though prudent approach to providing solutions within Bank’s risk/reward profile
• Good people/partner communication skills / team player
• Knowledge of policies, procedures, regulatory requirements
• High level of savvy and sophistication re: high net worth clients’ concerns / issues
• Ability to communicate and connect with high-net-worth clients

Desired Skills:

• A minimum of 5 years of trust administration, fiduciary law, and estate & wealth transfer planning experience
• Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
  

• Risk Management
• Business Development
• Client Management
• Wealth Planning
• Customer and Client Focus
• Client Experience Branding
• Client Solutions Advisory
• Process Management
• Decision Making
• Presentation Skills
• Prospecting
• Financial Analysis
• Attention to Detail
• Critical Thinking
• Planning

1st shift (United States of America)