Delaware Trust Officer II - Fiduciary & Client Advisory

Bank of America Corporation; Wilmington (DE); On-site; USD 90,000 - 130,000; Full time

Job summary

Bank of America in Wilmington, DE seeks a Delaware Trust Officer II to manage fiduciary and investment management accounts, ensuring compliance with laws and internal policies. The role collaborates with Private Bank teams and financial advisors to grow the Delaware Trust book while maintaining high standards of client service and risk management.

The ideal candidate will bring detailed knowledge of trust operations, attention to risk, and strong communication skills to support high-net-worth

Qualifications

• 5+ years of trust administration experience.
• Knowledge of fiduciary law, tax investments and administration.
• Bachelor’s degree or equivalent experience; CTFA or JD preferred.

Responsibilities

• Work with clients, their attorneys and advisors to understand the estate plan.
• Respond to beneficiaries’ requests and prepare discretionary distribution requests.
• Minimize account risk by analyzing trust documents and annual reviews for compliance.
• Coordinate with investment advisors, portfolio managers and tax teams.
• Open trust accounts and set up records, including payments, fees and tax records.
• Mentor junior associates and contribute to process improvements.

Skills

Account Management

Analytical Thinking

Attention to Detail

Client Management

Customer Focus

Active Listening

Collaboration

Critical Thinking

Prioritization

Relationship Building

Mentoring

Oral Communications

Organizational Effectiveness

Problem Solving

Written Communications

Education

Bachelor's degree or equivalent experience

CTFA

JD

Job description

Bank of America in Wilmington, DE seeks a Delaware Trust Officer II to manage fiduciary and investment management accounts, ensuring compliance with laws and internal policies. The role collaborates with Private Bank teams and financial advisors to grow the Delaware Trust book while maintaining high standards of client service and risk management.

The ideal candidate will bring detailed knowledge of trust operations, attention to risk, and strong communication skills to support high-net-worth