Sr. Trust Officer

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

Responsibilities

• Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews.
• Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance.
• Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high‑quality experience.
• Ensures compliance with regulatory and legal requirements related to client accounts and portfolios.
• Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects.

Key Attributes / Competencies

• Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning.
• Initiative/proactive approach to problem solving.
• Creative though prudent approach to providing solutions within Bank's risk/reward profile.
• Ability / drive to "ask for the order" to close sales.
• Good people/partner communication skills / team player.
• Knowledge of policies, procedures, regulatory requirements.
• High level of savvy and sophistication re: high net worth clients' concerns / issues.
• Ability to communicate and connect with high net worth clients.

Desired Skills

• Bachelor's Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience.
• Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
• Risk Management.
• Business Development.
• Client Management.
• Wealth Planning.
• Customer and Client Focus.
• Client Experience.
• Branding.
• Client Solutions Advisory Process Management.
• Decision Making.
• Presentation Skills.

Prospecting.

Financial Analysis.

Attention to Detail.

Critical Thinking.

Planning.

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift & Hours

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Range

Pay range $95,200.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible. Employees are eligible for an annual discretionary award based on overall individual performance and contributions.

Benefits

This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to employees so they can make a genuine impact and contribute to sustainable growth.