Bank of America
Position: Trust Officer II
Location: Newport Beach, CA.
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, portfolio managers and other support areas in defining client’s requirements including legal and tax aspects, coordinating the service fulfillment and expanding book of relationships. Responsible for the compliance of policy and procedure and risk management of fiduciary account book. Non-licensed associate.
Minimum of 5 to 7 years administering personal trust accounts of HNW individuals. Legal background desired. Demonstrated oral, written, and presentation communication skills. Good organizational skills. Is able to work in a multi-task environment with minimum supervision while demonstrating teamwork amongst other associates. Is computer literate. Only those meeting the minimum qualifications for this position and who submit a resume and cover letter will be considered and contacted.
If you meet or exceed these criteria, please e-mail or FAX your resume to:[email protected]
Bank of America is an equal opportunity employer. M/F/D/V.