Fiduciary Trust Officer — Estate & Wealth Advisory

Bank of America

Wilmington (DE)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

Bank of America is seeking a Delaware Trust Officer I in Wilmington to professionally administer fiduciary accounts and provide expert support across trust-related services. The role collaborates with relationship managers and portfolio managers to address client needs and ensure fiduciary compliance.

Ideal candidates will have 2–4 years in trust administration, strong knowledge of fiduciary law, tax considerations, and a client-focused mindset.

Qualifications

2-4 years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent).
Technically proficient in fiduciary law, tax investments and administration.
Bachelor's Degree or equivalent experience required.
Legal, Paralegal and/or JD a plus.

Responsibilities

Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures.
Understand the client’s situation, including extended family, and develop solutions to meet client needs.
Possesses fiduciary knowledge in law, tax, fiduciary investing, regulation, and compliance; collaborates with partners to grow fiduciary business.
As the key associate on specific relationships, works with teammates to deliver integrated solutions.
Promotes the fiduciary platform to grow business and participates in the sales process.
Collaborates with team members to deliver UST's value proposition.