Senior Trust Officer
$98.1k - $210kBank of America ATM
Job Overview Manage fiduciary and investment management accounts for high‑net‑worth clients and beneficiaries, overseeing administration, business development, and client education. Responsibilities Provide fiduciary administration support, including review of trust instruments, involvement when the trustee exercises discretion, risk management, and periodic trust reviews. Support investment management accounts: coordinate opening and closing, money movement, and account maintenance. Engage with clients and prospects to build and transfer wealth tailored to their goals, delivering a high‑quality experience. Ensure compliance with regulatory and legal requirements related to client accounts and portfolios. Identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects. Qualifications Minimum five years of trust administration and estate planning experience. Technical expertise in trust administration, fiduciary law, estate and wealth transfer planning. Knowledge and adherence to compliance with policies, procedures, regulatory and legal requirements related to client accounts and portfolios. Proactive, problem‑solving initiative and a creative, prudent approach within the bank’s risk/reward profile. Ability to confidently close sales and meet or exceed revenue targets. Strong people/partner communication skills and teamwork orientation. High level of savvy and sophistication regarding high‑net‑worth clients’ concerns/issues. Ability to communicate and connect with high‑net‑worth clients. Preferred Qualifications Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA. Bachelor’s Degree or equivalent business experience in high‑net‑worth trust environment. Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Location & Working Hours 1st shift, United States of America, 40 hours per week. Location: Cleveland, Ohio (1375 E 9TH ST, 1 Cleveland Center). Pay & Benefits Annualized salary: $98,100 - $210,000, determined by experience, education, and skill set. Eligible for annual discretionary incentive plan. Benefits package includes industry‑leading benefits, paid time off, and resources to support physical, emotional, and financial well‑being. #J-18808-Ljbffr Bank of America
$98.1k - $210k
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