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:

  • 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.
  • #JR-25016453

    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

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

  • 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.