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Senior trust officer

Worcester
Bank Of America
Trust officer
Posted: 17 July
Offer description

Description

:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

1. 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

2. Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance

3. Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience

4. Ensures compliance with regulatory and legal requirements related to client accounts and portfolios

5. Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Required Qualifications:

6. Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning

7. Initiative/proactive approach to problem solving

8. Creative though prudent approach to providing solutions within Bank’s risk/reward profile

9. Ability / drive to “ask for the order” to close sales

10. Good people/partner communication skills / team player

11. Knowledge of policies, procedures, regulatory requirements

12. High level of savvy and sophistication re: high net worth clients’ concerns / issues

13. Ability to communicate and connect with high-net-worth clients

14. Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience

Desired Qualifications:

15. CPA, CFP and/or CFA designation.

16. A graduate degree such as MBA or JD preferred

17. The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:

18. Business Development

19. Client Management

20. Customer and Client Focus

21. Risk Management

22. Wealth Planning

23. Client Experience Branding

24. Client Solutions Advisory

25. Decision Making

26. Presentation Skills

27. Process Management

28. Attention to Detail

29. Critical Thinking

30. Financial Analysis

31. Planning

32. Prospecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

For internal employees; participation in a work from home posture does not make you ineligible to post.

Shift:

1st shift (United States of America)

Hours Per Week:

40

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