Full-Time

Senior Trust Officer

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Senior

Atlanta, GA, USA

Category
Asset Management
Commercial Banking
Risk Management
Finance & Banking
Requirements
  • Bachelor’s Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experience
  • Fiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
  • High School Diploma / GED / Secondary School or equivalent
Responsibilities
  • Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
  • Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
  • Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
  • Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
  • Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives through a diverse array of financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

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Simplify's Take

What believers are saying

  • Bank of America is exploring blockchain for faster, secure cross-border payments.
  • The bank collaborates with fintech firms to enhance digital offerings.
  • It invests significantly in cybersecurity to protect customer data and maintain trust.

What critics are saying

  • Increased competition in the credit facility market may impact market share.
  • Large corporations raising capital through share sales could affect traditional banking services.
  • The rise of fintech platforms could disrupt traditional syndicated loan processes.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company is committed to a $1 trillion sustainable finance goal by 2030.
  • It invests heavily in AI-driven customer service tools for enhanced user experience.

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