Position Number: 6916
Job Title: Trust Officer II
Location: New York, NY
Open Date: 01/21/03
Job Status: Full Time
Provides financial products and services to charitable/endowment foundations customers through such specialized areas as private banking, full service and discount brokerage, mutual funds and investment banking. Delivery of ideas, advice, and solutions to Private Bank clients through such areas as personal trust, tax and estate planning, fiduciary services and customized lending services. Provides fiduciary support and expertise to meet the needs of clients in support of the integrated delivery of products and services. Works closely with relationship managers and portfolio managers in defining client's requirements including legal and tax aspects, and in coordinating client contact on an ongoing basis. Typically works on smaller or less complicated issues. Non-licensed associate.
Minimum of 5 + years administering personal trust accounts with working knowledge of charitable/endowment foundations is required. Demonstrated oral, written, and presentation communication skills. Is able to work in a multi-task environment with minimum supervision while demonstrating team work amongst other associates. Is computer literate. Proven advanced knowledge of bank personal trust policies and procedures, related products and documentation related to complex trusts. JD, legal studies, and/or trust school. Only those meeting the minimum qualifications of the position will be considered and contacted.
If you meet the minimum requirements or surpass these criteria please e-mail or fax your resume with cover letter:
Fax: 213 345-9083
Bank of America is an EOE M/F/D/V