Bank of America
Sr. Trust Officer
$95K–$200K
Seattle +2 · Senior · Full-time · Posted Apr 25, 2025
- Location
- Seattle
Spokane
Boise - Experience
- Preferably a minimum of 5 years of trust administration and estate planning experience.
- Education
- Minimum: High School Diploma / GED / Secondary School or equivalent. Desired: Bachelor’s Degree OR equivalent business experience.
About the job
Manages fiduciary and investment management accounts for high-net-worth clients and beneficiaries, overseeing trust administration, client wealth planning, business development, and risk and regulatory compliance.
What you'll do
- Administer fiduciary accounts, review trust instruments, participate in discretionary trustee matters, manage risk, and conduct periodic trust reviews.
- Support investment account openings, closings, money movement, and maintenance; advise clients and prospects on wealth needs.
- Develop client relationships and business opportunities while ensuring compliance with regulatory and legal requirements.
What they ask for
- Technical expertise in trust administration, fiduciary law, and estate and wealth transfer planning.
- Knowledge of policies, procedures, and regulatory requirements.
- High School Diploma / GED / Secondary School or equivalent.
Nice to have
- Bachelor’s Degree OR equivalent business experience; preferably a minimum of 5 years of trust administration and estate planning experience.
- CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification).
Pay
$95,200.00 - $200,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative