Senior Wealth Trust Advisor

Bank of America; Seattle (WA); On-site; USD 95,200 - 200,000; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Annual discretionary award

Job summary

Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations, developing business opportunities, and collaborating with high net worth clients.

The ideal candidate will have a Bachelor’s Degree, minimum 5 years of relevant experience in trust administration, and strong communication skills. The position offers a competitive salary ranging from $95,200 to $200,000, plus benefits.

Qualifications

• Minimum of 5 years of trust administration and estate planning experience.
• Ability to communicate and connect with high net worth clients.
• High School Diploma / GED / Secondary School or equivalent required.

Responsibilities

• Provide fiduciary administration support and review trust instruments.
• Coordinate investment management accounts and compliance.
• Identify and develop new business opportunities.

Skills

Technical expertise in trust administration

Initiative/proactive problem solving

Communication skills

Risk Management

Business Development

Client Management

Financial Analysis

Attention to Detail

Critical Thinking

Education

Bachelor's Degree or equivalent business experience

CTFA, CFP, AEP, JD, or CPA certification preferred

Job description

Bank of America is seeking a Trust Advisor in Seattle, United States, to provide fiduciary administration support and manage client accounts. The role involves ensuring compliance with regulations, developing business opportunities, and collaborating with high net worth clients.

The ideal candidate will have a Bachelor’s Degree, minimum 5 years of relevant experience in trust administration, and strong communication skills. The position offers a competitive salary ranging from $95,200 to $200,000, plus benefits.