Trust Officer II

United States·Austinmid

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Quick Summary

Key Responsibilities

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.

Requirements Summary

3+ years of experience in trust administration, servicing and managing fiduciary relationships with high-net-worth clients (or equivalent) required. Familiarity with fiduciary law,

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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Responsibilities

~1 min read

→3+ years of experience in trust administration, servicing and managing fiduciary relationships with high-net-worth clients (or equivalent) required.

→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.
→Strong organizational skills and ability to manage multiple priorities and administrative responsibilities.
→Strong communication and relationship management skills.
→BS/BA, CTFA designation, Paralegal certification, JD, or other fiduciary-related credential is a plus, but not required.