Delaware Senior Trust Officer – Growth, Oversight & Mentoring

NBMBAA; Wilmington (DE); On-site; USD 90,000 - 150,000; Full time

Job summary

Bank of America is seeking a Delaware Senior Trust Officer to manage a complex Delaware IM&T book and foster growth through estate planning and client education. You will mentor junior staff and collaborate with national teams to ensure fiduciary risk controls and policy adherence.

The role requires deep Delaware trust law knowledge, strong relationship skills, and ability to coordinate with tax and advisory teams. On-site, 40 hours per week with a focus on thorough client service.

Qualifications

• Bachelor's degree or equivalent experience, CTFA or JD highly preferred.
• 7+ years of trust experience.

Responsibilities

• Work with clients, their attorneys and other professional advisors to understand the comprehensive estate plan and provide superior client service.
• Respond to beneficiary requests including discretionary distributions and prepare distribution requests with dispositive language.
• Minimize account risk by reviewing trust documents for compliance with regulations and policy.
• Communicate with investment advisors and tax teams regarding investments and tax matters.
• Open trust accounts and ensure proper setup of records, payments, and tax records.
• Mentor junior associates and coordinate with tax teams to share information for timely tax returns.

Skills

Account Management

Analytical Thinking

Attention to Detail

Client Management

Customer and Client Focus

Active Listening

Collaboration

Critical Thinking

Prioritization

Relationship Building

Mentoring

Oral Communications

Organizational Effectiveness

Problem Solving

Written Communications

Education

Bachelor's degree

CTFA or JD

Job description

Bank of America is seeking a Delaware Senior Trust Officer to manage a complex Delaware IM&T book and foster growth through estate planning and client education. You will mentor junior staff and collaborate with national teams to ensure fiduciary risk controls and policy adherence.

The role requires deep Delaware trust law knowledge, strong relationship skills, and ability to coordinate with tax and advisory teams. On-site, 40 hours per week with a focus on thorough client service.