Trust Officer II

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

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.

Responsibilities:

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

Works with Market leaders and engages clients and prospects to plan, 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

Qualifications:

3+ years of experience in trust administration, servicing and managing fiduciary relationships with high-net-worth clients (or equivalent) required.

Familiarity with fiduciary law, trust and estate administration, fiduciary taxation, investment concepts, and banking operations.

Demonstrated ability to work effectively as part of a team in a collaborative environment.

Strong organizational skills and ability to manage multiple priorities and administrative responsibilities.

Strong communication and relationship management skills.

BS/BA, CTFA designation, Paralegal certification, JD, or other fiduciary-related credential is a plus, but not required.

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Skills:

Business Development

Client Management

Customer and Client Focus

Risk Management

Wealth Planning

Client Experience Branding

Client Solutions Advisory

Decision Making

Presentation Skills

Process Management

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Shift: 1st shift (United States of America)

Hours Per Week: 40