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Trust Officer I
Savannah, GA Job Title: Trust Officer I Location: Savannah, Georgia Salary: Competitive salary based on experience Experience: 2 years of successful experience in trust administration Job Summary: - Provide fiduciary support and expertise for clients - Work closely with relationship managers and portfolio managers - Address smallest and least complicated issues - Non-licensed position Responsibilities: - Administer fiduciary accounts in compliance with regulations, policies, and procedures - Understand client's situation and develop solutions to meet their needs - Possess technical knowledge in law, tax, fiduciary investing, regulation, compliance, and estate planning - Develop a network of external referral partners - Collaborate with team members to deliver integrated solutions - Promote fiduciary platform and actively participate in sales process - Consistently deliver on Bank of America's Private Bank value proposition Qualifications: - 2 years of experience in trust administration and managing relationships with high net worth clients - Technical proficiency in fiduciary law, tax, investments, and administration - Additional legal or JD degree is a plus - Fiduciary education and training is desired Company Overview: - Bank of America's common purpose is to help make financial lives better through every connection - Devoted to being a diverse and inclusive workplace - Offers competitive benefits to support physical, emotional, and financial well-being - Believes in working together and offering flexibility to employees Join Bank of America and make a difference in people's lives while growing your career and making an impact. Apply now for the Trust Officer I position in Savannah, Georgia. |
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