Bank of America
Delaware Trust Officer I (DE TO I)
Wilmington · Full-time · Posted Sep 15, 2026
- Experience
- 2–4 years, or equivalent experience.
- Education
- Bachelor’s degree or equivalent experience required; minimum education requirement: High School Diploma / GED / Secondary School or equivalent.
About the job
Administers a book of fiduciary and investment management accounts, advising clients on trust and estate-planning needs while supporting compliance, client relationships, and business growth.
What you'll do
- Administer fiduciary accounts in compliance with applicable regulations, policies, and procedures.
- Understand client circumstances and develop solutions, including in estate planning; coordinate with relationship and portfolio managers and other teammates.
- Promote fiduciary services and contribute to client satisfaction, referrals, and growth of the business.
What they ask for
- 2–4 years of successful trust administration experience, servicing and managing fiduciary relationships with high-net-worth clients, or equivalent.
- Technical proficiency in fiduciary law, tax, investments, and administration.
- Bachelor’s degree or equivalent experience required.
Nice to have
- Legal, paralegal, and/or JD background.
- Fiduciary education and training.
Model-written summary · the original posting is authoritative