Trust Officer II
Jacksonville, Florida
Job Description:
The Trust Officer II (TOII) maintains a trust book of fiduciary and investment management accounts. The TO II works closely with BANA partners and Merrill Lynch advisors teams to serve clients and maintain fiduciary duties. The TOII’s primary responsibility is the administration of his/her book of business. The TO II leads, and is accountable for working with MTDs/MTEs to assure trust product awareness and education of advisors and clients. The Trust Officer is responsible for the book’s management of fiduciary risks and trust policy adherence. A TO II is required to partner effectively and may focus attention on business development opportunities.
Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
BS/BA degree in Business, Finance, Economics or Law desired
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0
Job Description:
The Trust Officer II (TOII) maintains a trust book of fiduciary and investment management accounts. The TO II works closely with BANA partners and Merrill Lynch advisors teams to serve clients and maintain fiduciary duties. The TOII’s primary responsibility is the administration of his/her book of business. The TO II leads, and is accountable for working with MTDs/MTEs to assure trust product awareness and education of advisors and clients. The Trust Officer is responsible for the book’s management of fiduciary risks and trust policy adherence. A TO II is required to partner effectively and may focus attention on business development opportunities.
Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales
BS/BA degree in Business, Finance, Economics or Law desired
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
Full time
JR-22019195
Band: H5
Manages People: No
Travel: Yes, 5% of the time
Manager:
Talent Acquisition Contact:
Susan Membrino
Referral Bonus:
0
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the “EEO is the Law” poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .
To view the “EEO is the Law” Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .
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