Trust & Wealth Management Specialist

Bank of America; Austin (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Bank of America is seeking a fiduciary trust administrator to manage high-net-worth accounts and multi-generational family estates. You will oversee trust administration, coordinate investment management tasks, and collaborate with teams to deliver tailored wealth solutions.

The role emphasizes regulatory compliance, client relationship management, and growth opportunities within a leading financial services firm in the United States.

Qualifications

• 3+ years of experience in trust administration.
• Familiarity with fiduciary law, trust and estate administration, fiduciary taxation, investment concepts, and banking operations.
• Demonstrated ability to work effectively as part of a team in a collaborative environment.

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.
• Works with Market leaders and engages clients and prospects to plan, 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.

Skills

Trust administration

Fiduciary law

Team collaboration

Organizational skills

Communication

Fiduciary credential (CTFA/JD)

Education

BS/BA or equivalent

CTFA designation (optional)

Job description

Bank of America is seeking a fiduciary trust administrator to manage high-net-worth accounts and multi-generational family estates. You will oversee trust administration, coordinate investment management tasks, and collaborate with teams to deliver tailored wealth solutions.

The role emphasizes regulatory compliance, client relationship management, and growth opportunities within a leading financial services firm in the United States.