Senior Trust Officer – Wealth Planning & Fiduciary Advisor

Bank of America Corporation; Norfolk (VA); On-site; USD 85,000 - 120,000; Full time

Job summary

Bank of America Corporation in Norfolk, VA, is hiring a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients. This role involves overseeing complex investment management and ensuring compliance with regulatory requirements.

The ideal candidate has significant experience in trust administration and estate planning, along with strong communication and client management skills. A Bachelor’s Degree and a proactive approach are essential.

Qualifications

• Technical expertise in trust administration, fiduciary law, and estate planning.
• Proactive problem-solving approach.
• Ability to close sales effectively.

Responsibilities

• Provide fiduciary administration support including reviewing trust instruments.
• Coordinate opening and closing of investment accounts.
• Engage with clients to build wealth tailored to their goals.
• Ensure compliance with regulatory requirements.
• Identify and develop new business opportunities.

Skills

Business Development

Client Management

Customer and Client Focus

Risk Management

Wealth Planning

Client Experience Branding

Client Solutions Advisory

Decision Making

Presentation Skills

Process Management

Attention to Detail

Critical Thinking

Financial Analysis

Planning

Prospecting

Education

Bachelor’s Degree or equivalent business experience

Job description

Bank of America Corporation in Norfolk, VA, is hiring a Senior Trust Officer to manage fiduciary and investment management accounts for high-net-worth clients. This role involves overseeing complex investment management and ensuring compliance with regulatory requirements.

The ideal candidate has significant experience in trust administration and estate planning, along with strong communication and client management skills. A Bachelor’s Degree and a proactive approach are essential.