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Senior Trust Officer-Chicago

Chicago, Illinois

Job Description:

A Senior Trust Officer (STO) is an experienced and skilled fiduciary professional. This position is an STO role serving clients of Merrill Advisors as part of Bank of America’s National Trust Services group. In this capacity the STO will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Trust Specialists to pursue opportunities for trust services, as well as provide fiduciary oversight and administration to complex and sensitive client relationships.

Qualifiications/Desired Skiils:

• 5 + years of technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
• Proactive approach to problem solving     
• Creative and prudent approach to providing solutions within Bank’s risk/reward profile        
• Good communication skills / team player / good partner     
• Knowledge of policies, procedures, regulatory requirements    
• Ability to communicate and connect with high net worth clients  

Job Band:

H4

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

A Senior Trust Officer (STO) is an experienced and skilled fiduciary professional. This position is an STO role serving clients of Merrill Advisors as part of Bank of America’s National Trust Services group. In this capacity the STO will partner with Merrill Advisory stakeholders such as Financial Advisor (FA) and Private Wealth Advisor (PWA) teams, Market Executives and Trust Specialists to pursue opportunities for trust services, as well as provide fiduciary oversight and administration to complex and sensitive client relationships.

Qualifiications/Desired Skiils:

• 5 + years of technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
• Proactive approach to problem solving     
• Creative and prudent approach to providing solutions within Bank’s risk/reward profile        
• Good communication skills / team player / good partner     
• Knowledge of policies, procedures, regulatory requirements    
• Ability to communicate and connect with high net worth clients  

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21045031

Band: H4

Manages People: No

Travel: Yes, 5% of the time

Manager:

Talent Acquisition Contact:

Teresa Perry

Referral Bonus:

0

Street Address

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