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- The Senior Trust Officer maintains a book of fiduciary and investment management accounts.
- Handles regulatory and compliance driven procedures governed by the OCC. Involved with new business development activities with a focus on estate/financial planning and the Bank's fiduciary platform
- The Senior Trust Officer (STO) maintains a trust book and is a seasoned Trust Officer in the market.
- Proactively engage other specialists within Bank of America's Private Bank to best meet client needs (wealth strategists, Office of Chief Fiduciary, etc.)
- Engage in high level trust administration; oversee all administration activities
- Bachelor's Degree and a minimum of 5 years of trust administration and estate planning experience, preferred.
- Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred.
- Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Senior Trust Officer - Kansas City, United States - Bank of America Corporation
