Senior Trust Officer

New York, New York
Bank of America

Job Description:

Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Credentials / Experience:

• Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
• Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

• 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
• Ability / drive to “ask for the order’ to close sales
• 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

Key Responsibilities:

• Partner with PCAs to drive business development / close new Trust business in prospecting activities
• Proactively identify and harvest opportunities to deepen relationships within current client base
• Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
• Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
• Proactively identify and resolve client issues
• Engage in high level trust administration; oversee all administration activities
• Document interpretation
• Oversee risk management activities
• Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention​

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2500 –>

Job Description:

Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Credentials / Experience:

• Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
• Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

• 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
• Ability / drive to “ask for the order’ to close sales
• 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

Key Responsibilities:

• Partner with PCAs to drive business development / close new Trust business in prospecting activities
• Proactively identify and harvest opportunities to deepen relationships within current client base
• Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
• Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
• Proactively identify and resolve client issues
• Engage in high level trust administration; oversee all administration activities
• Document interpretation
• Oversee risk management activities
• Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention​

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2500

Job Description: Description: The Sr. Trust Officer is a highly experienced, well-rounded fiduciary professional who will partner with Private Client Advisors in closing new business and will provide high level advisory consultation to clients.

Credentials / Experience:

• Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification)
• Minimum of 8 years of trust administration and estate planning experience

Key attributes / competencies:

• 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
• Ability / drive to “ask for the order’ to close sales
• 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

Key Responsibilities:

• Partner with PCAs to drive business development / close new Trust business in prospecting activities
• Proactively identify and harvest opportunities to deepen relationships within current client base
• Meet with key clients periodically to maintain relationships and identify issues / new business opportunities, and provide trust, estate, and wealth transfer planning advice
• Proactively engage other specialists within US Trust to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
• Proactively identify and resolve client issues
• Engage in high level trust administration; oversee all administration activities
• Document interpretation
• Oversee risk management activities
• Identify at risk clients; proactively resolve issues / meet with at-risk clients as needed to drive retention​

Shift:

1st shift (United States of America)

Hours Per Week:

40