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Senior Trust Officer
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Full-time
- The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
- Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank's fiduciary platform
- The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market.
- Proactively engage other specialists within Bank of America's Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
- Engage in high level trust administration; oversee all administration activities
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