Trust Officer II (TO II)

Bank of America

3.2

(114)

Boca Raton, FL

Why you should apply for a job to Bank of America:

Ranked as one of the Best Finance Companies for Women in 2018

57% say women are treated fairly and equally to men

74% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years.

Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.

Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.

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Position summary

erica, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Trust Officer II (TO II) -
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

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

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

Shift:
1st shift (United States of America)

Hours Per Week:
40

Learn more about this role