Trust Officer
Bank of America ATM
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Delaware Trust Administrative Officer II (DE TAO II), Wilmington The Delaware Trust Administrative Officer II teams with the Delaware Trust Officers, who manage a book of fiduciary/trust relationships, to meet client needs and expectations. Serves as an additional point of contact to clients and/or as a backup for the Delaware Trust Officers. Performs servicing and account maintenance activities, which are primarily trust/fiduciary‑related that include PACE/Trust Web accounting transactions, deposits/transfers, etc. Performs administrative duties such as typing, filing, copying, etc. Non‑licensed associate. The Delaware Trust Administrative Officer II acts as an administrative support resource and may also serve as a point of contact within the client relationship team for clients and/or as a backup for client‑facing Trust Officers and other experienced Trust Administrative Officers. Provides critical and core administrative client service and support (e.g., assistance with all aspects of account administration, funds transfers, tax requests, accounting system coding, letter generation, account open and close, phone coverage etc.,) to Trust Officers and Trust Administrative Officer IIs. Over time the position can also include secondary responsibility for document review and interpretation, discretionary actions within Trust engagements, client retention, etc. Qualifications Candidates must have the ability to perform at a high level in a fast‑paced team environment and ensure adherence to all internal policies and compliance to legal and regulatory requirements. BS/BA degree preferred or equivalent Trust administrative experience required Paralegal studies with relevant legal and/or trust administrative and fiduciary support experience preferred Financial Institution experience focusing on high‑net‑worth Private Banking client service a plus Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr
- ...Firm Description Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers full... ...portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut, Delaware,...SuggestedWork at office
$140k - $150k
...Hightower Trust Company Senior Trust OfficerFounded in 2008, Hightower is a wealth management firm that provides investment, financial... ...retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to...SuggestedPermanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...Senior Trust Officer Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. About The Role This role is responsible for managing complex fiduciary...SuggestedShift work
- ...not provide immigration sponsorship for this position. The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal Trust Administration team which provides trust services...SuggestedFull time
- ...Goldman Sachs Private Wealth Management seeks a Senior Trust Officer (STO) to lead the management and administration of key trust relationships for high-net-worth clients in Wilmington, Delaware. The STO collaborates with PWAs and tax teams to deliver customized fiduciary...Suggested
- Kestra PWS is seeking a qualified professional in Wilmington, Delaware to oversee trust administrative functions and manage fiduciary relationships. This role involves delegating tasks, analyzing data for new business opportunities, and implementing strategic policies to...
- ...great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Delaware Trust Officer II (DE TO II), Wilmington, DE The Delaware Trust Officer is an expert in the administration of Investment Management and Trust accounts...Shift workDay shift
$91.06k - $151.77k
...the administration and fiduciary management within client relationships.Primary ResponsibilitiesAdminister assigned book of client trust accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion.Serve as primary point of contact for...Work experience placement- ...Trust Officer At BBH, partnership is more than a form of ownership—it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility...Work at officeLocal area
- ...Trust Officer The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact...Full time
- ...the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for... ...States on a full-time basis without employer sponsorship. The Trust Officer is responsible for developing and maintaining relationships...Full timeWork experience placementWork at office
- ...Job Title At Greenleaf Trust Delaware, our teams are dedicated to providing the highest level of comprehensive wealth management services... ...Trust Team Members Coach and mentor Delaware Trust Officer and team members to ensure each team member is provided opportunities...Work at officeMonday to FridayNight shift
- Trust Officer - JP Morgan Trust Company of Delaware The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates...
- JP Morgan Trust Company of Delaware is seeking a Trust Officer to oversee trust administration and develop relationships with clients and advisors. The ideal candidate will have a Bachelor’s Degree, at least 7 years of relevant experience, and comprehensive knowledge of...
- Fidelity Personal Trust Company in Greenville, DE seeks a Trust Officer to be the primary fiduciary contact for some of Fidelity's largest and most sophisticated trust relationships. The incumbent will oversee all facets of trust administration and relationship management...
- Arden Trust Company in Wilmington, Delaware is seeking a Trust Officer Senior to manage Special Needs Trust accounts. The successful candidate will ensure client satisfaction, oversee account administration, and lead the development of trust administrators. The position...
- The Goldman Sachs Group is looking for a Senior Trust Officer (STO) for their Wilmington, Delaware office. This role involves managing key trust company relationships and providing expert fiduciary services to high-net-worth clients. You will be part of a collaborative...Work at office
- Brown Brothers Harriman in Wilmington is seeking a Trust Officer to coordinate and administer trust accounts for various clients. This role involves collaborating with relationship teams and overseeing Trust Administrators. The ideal candidate will have 5 to 10 years of...
- Schwab is seeking a Trust Officer to grow and maintain relationships with registered investment advisors, trust beneficiaries, and other stakeholders for an assigned book of business. The role emphasizes compliance with bank policies and applicable state and federal regulations...
- Hightower Advisors is seeking a Senior Trust Officer to administer a book of trust accounts in accordance with fiduciary principles while cultivating relationships with clients and advisors. You will interpret legal documents, maintain service levels, and coordinate with...
- Fidelity Personal Trust Company seeks a Senior Trust Officer to lead fiduciary relationships and oversee comprehensive trust administration for major clients across the U.S. You will work with a Trust Administrator to manage a diverse book of business and ensure compliance...
- JPMorgan Chase & Co. seeks a Trust Officer VP in Wealth Management Solutions, Trust & Estates, to oversee trust administration, assess documents for legal, tax and investment implications, and build relationships with beneficiaries and advisors. The role collaborates with...
$71.87k - $114.8k
TRUST OFFICER II CUSTODY WHAT IS THE OPPORTUNITY? This position is responsible for the administration of custody, business escrow, agency and Individual Retirement Accounts (IRA's) where CNB is acting as Trustee. Achieves compliance with Bank policies and procedures as...Work at office- City National Bank in Newark, DE seeks a Trust Officer II Custody to administer custody, escrow, agency and IRA accounts as Trustee, ensuring regulatory compliance and client service excellence. The role requires ERISA knowledge, five years of experience in custodial and...
$92.11k - $156.88k
SPECIALTY WEALTH ASSET OFFICER SENIORWHAT IS THE OPPORTUNITY?Provides asset management services for Specialty Wealth Assets (Commercial... ...specialty wealth asset activities as appropriate with assigned Trust Officers and other relationship managers.Participate in meetings...Remote work- ...performing quality assurance, if necessary. Previous experience on the PBGC contract Ability to obtain and/or maintain a public trust security clearance Additional desired skills: ~ Proficiency in Microsoft 365 applications, including Excel, Word, PowerPoint,...Full timeContract workPart timeLocal areaImmediate startFlexible hours
- Chilton Trust is seeking a Chief Trust Officer to supervise trust operations and fiduciary accounts. The role involves presenting recommendations, compliance monitoring, and collaborating with Wealth Planners on estate planning and tax advice. The ideal candidate will...
$71.96k - $113.08k
...How This Role Impacts Live Oak And Its People The Special Assets Officer, Bankruptcy reports to the Director, Special Assets and oversees... ...problems. Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more For a detailed...Work experience placementWork at office- ...Liaison Sr/Coder is the link between the providers and the billing office and acts as a resource to providers, office staff,... ...partnerships. Backed by the Nemours Foundation and Alfred I. duPont Trust, our $1.7B nonprofit system is dedicated to improving children's...Work at office
$100k - $150k
Senior Compliance Advisor Great Gray Trust Company Great Gray Trust Company provides advanced retirement solutions. This role is part... ...Risk and Compliance Department, reporting to the Chief Compliance Officer. Base pay range : $100,000 - $150,000 per year. Salary includes...Full timeRemote workVisa sponsorship
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