Trust Officer I (TO I)

Job Description:

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Trust Officer I (TO I), Private Banking (PB), Pennington, NJ -

Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with Financial Advisors (FA), Client Associates (CA), Wealth Strategists (WS) and Portfolio Managers (PM) in defining clients requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Typically an entry level Trust Officer (TO) position where smaller and least complicated issues are addressed.

Responsibilities -

• Responsible for the professional administration of fiduciary accounts including compliance with all regulations, policies and procedures
• Possesses technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning. 
• As the key associate on specific relationships, works with teammates to deliver our full array of integrated solutions, as appropriate  .
• Collaborates with team members to consistently deliver on UST's value proposition.

Key Skills Requirements -

• Excellent ability to work in team environment
• Strong communication and influence / partnership skills
• Significant knowledge of the legal, tax, investment and compliance aspects of fiduciary administration. Able to fully understand and follow the teams of governing documents.

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

Shift:

Hours Per Week: