girl looking into her desktop
Back to search results

Trust Officer II

Chicago, Illinois

Job Description:

Merrill Lynch Trust Officer II - 

The Trust Officer (Account Administration), as a member of a sub-regional team, is responsible for the comprehensive account management of high net worth relationships. The Trust Officer will work closely with Financial Advisors of Trust Company clients to facilitate seamless client relationship management.

The Trust Officer will ensure compliance of fiduciary accounts with all required regulations, policies, and procedures and will be knowledgeable in the area of investments.

The qualified candidate should be successful in working in a fast-paced environment, able to manage multiple priorities and projects, be detail oriented and possess excellent time management and organizational skills.

Required Skills

* 3 years experience in reading and interpreting trust documents

* Position requires a Bachelor’s degree, Paralegal, JD or equivalent experience within the Trust field.

* Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration 

* Experience working with Excel, Work, and Outlook

* Good communication and teamwork skills

* Ability to work independently in a multi-task environment

* Ability to take ownership for solving problems and to make sound decisions within area of responsibility

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Merrill Lynch Trust Officer II - 

The Trust Officer (Account Administration), as a member of a sub-regional team, is responsible for the comprehensive account management of high net worth relationships. The Trust Officer will work closely with Financial Advisors of Trust Company clients to facilitate seamless client relationship management.

The Trust Officer will ensure compliance of fiduciary accounts with all required regulations, policies, and procedures and will be knowledgeable in the area of investments.

The qualified candidate should be successful in working in a fast-paced environment, able to manage multiple priorities and projects, be detail oriented and possess excellent time management and organizational skills.

Required Skills

* 3 years experience in reading and interpreting trust documents

* Position requires a Bachelor’s degree, Paralegal, JD or equivalent experience within the Trust field.

* Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration 

* Experience working with Excel, Work, and Outlook

* Good communication and teamwork skills

* Ability to work independently in a multi-task environment

* Ability to take ownership for solving problems and to make sound decisions within area of responsibility

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21024913

Band: H5

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Susan Membrino

Referral Bonus:

0

Street Address

Primary Location:
110 N Wacker Dr, IL, Chicago, 60606