Trust Officer II (TO II)

Company: Disability Solutions
Location: Dallas
Posted on: November 17, 2024

Job Description:

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Trust Officer II (TO II) -This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.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
• Works with Market leaders and engages clients and prospects to plan, 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 prospectsSkills:
  • Business Development
  • Client Management
  • Customer and Client Focus
  • Risk Management
  • Wealth Planning
  • Client Experience Branding
  • Client Solutions Advisory
  • Decision Making
  • Presentation Skills
  • Process Management
  • Attention to Detail
  • Critical Thinking
  • Financial Analysis
  • Planning
  • ProspectingMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift:1st shift (United States of America)Hours Per Week: 40

Keywords: Disability Solutions, Carrollton , Trust Officer II (TO II), Other , Dallas, Texas