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Senior Trust Officer
| Company | Bank of America |
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| Location | San Diego, CA, USA |
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| Salary | $95200 – $200000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 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
- High School Diploma / GED / Secondary School or equivalent
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
- Engages with clients and prospects to 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
Preferred Qualifications
No preferred qualifications provided.
