Fiduciary Officer

We are looking for an experienced Fiduciary Officer to join the Bank of America team. In this role, you will be responsible for ensuring that the Bank’s fiduciary services are in compliance with all applicable laws and regulations and managing the fiduciary relationship with our clients. To be successful as a Fiduciary Officer, you should have a thorough understanding of trust, estate, and investment principles, and be able to effectively deliver solutions that meet our clients’ needs. If you are a confident communicator with a passion for fiduciary services, we want to hear from you!To be considered for this role, you should have a Bachelor’s degree in Business, Finance, Accounting, or a related field. A minimum of 5 years of trust experience is also required, preferably within a financial institution or trust company. In addition to this, a Certified Trust and Financial Advisor (CTFA) designation is strongly preferred. The successful candidate will possess strong organizational and interpersonal skills, and demonstrate exceptional attention to detail. If you think you have what it takes to excel in this role, we look forward to hearing from you!

Responsibilities:

• Monitor and maintain compliance of fiduciary services with laws and regulations
• Foster and manage fiduciary relationships with clients
• Analyze and evaluate trust, estate, and investment principles
• Develop and implement customized solutions that meet clients’ needs
• Remain informed of industry trends and changes
• Facilitate communication between clients, bank officers, and other stakeholders
• Educate clients on fiduciary services and documents
• Monitor changes in the financial services industry
• Oversee and manage fiduciary accounts
• Prepare reports and documents as required by clients

According to JobzMall, the average salary range for a Fiduciary Officer in New York, NY, USA is $110,000 to $130,000 per year. This range is based on the salaries of current Fiduciary Officer job postings in the area.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.