Trust Officer: Estate & Wealth Solutions Expert

National Black MBA Association; Wilmington (DE); Hybrid; USD 85,000 - 110,000; Full time

Job summary

Bank of America in Wilmington, DE seeks a Trust Officer I to professionally administer fiduciary accounts and provide expert fiduciary guidance. You will work with relationship managers and portfolio managers to address client needs, focusing on legality, tax and estate planning aspects while growing your book of business.

Ideal candidates have 2–4 years in trust administration, strong communication, and a client-focused advisory mindset.

Qualifications

• 2-4 years of successful experience in trust administration and fiduciary relationships.
• Proficient in fiduciary law, tax investments and administration.
• Bachelor's degree or equivalent required.
• Legal, Paralegal and/or JD a plus.
• Fiduciary education and training desired.

Responsibilities

• Manage fiduciary accounts in compliance with regulations and policies.
• Understand clients' situations, provide tailored fiduciary solutions.
• Apply fiduciary knowledge across law, tax, investments, and governance.
• Collaborate with teammates to deliver integrated fiduciary services.
• Promote our fiduciary platform including probate, tax and estate services.
• Work with team to maintain strong client relationships and satisfaction.

Skills

Teamwork

Communication

Fiduciary knowledge

Attention to detail

Advisory skills

Client relationships

Customer service

Education

Bachelor's degree

JD preferred

Fiduciary training

High School Diploma

Job description

Bank of America in Wilmington, DE seeks a Trust Officer I to professionally administer fiduciary accounts and provide expert fiduciary guidance. You will work with relationship managers and portfolio managers to address client needs, focusing on legality, tax and estate planning aspects while growing your book of business.

Ideal candidates have 2–4 years in trust administration, strong communication, and a client-focused advisory mindset.