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Trust Officer I, Merrill Lynch, Private Bank

Bank of America - Chicago, IL

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Job Description

Job Description:The Trust Officer (Account Administration), as a member of a sub-regional team, is responsible for the comprehensive account management of high net worth relationships. The Trust Officer will work closely with Financial Advisors of Trust Company clients to facilitate seamless client relationship management. The candidate should be successful in a fast-paced environment, and is detail-oriented, able to manage multiple priorities and projects, and have excellent time management and organizational skills.The candidate will ensure compliance on fiduciary accounts with all required regulations, policies, and procedures and be knowledgeable in the area of investments. A bachelor''s degree, paralegal or JD is preferred to fill this role and/or several years of trust administration experience.Job Band:H6Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 --> Job Description:The Trust Officer (Account Administration), as a member of a sub-regional team, is responsible for the comprehensive account management of high net worth relationships. The Trust Officer will work closely with Financial Advisors of Trust Company clients to facilitate seamless client relationship management. The candidate should be successful in a fast-paced environment, and is detail-oriented, able to manage multiple priorities and projects, and have excellent time management and organizational skills.The candidate will ensure compliance on fiduciary accounts with all required regulations, policies, and procedures and be knowledgeable in the area of investments. A bachelor''s degree, paralegal or JD is preferred to fill this role and/or several years of trust administration experience.Job Band:H6Shift: 1st shift (United States of America)Hours Per Week:40Weekly Schedule:Referral Bonus Amount:0 Job Description:The Trust Officer (Account Administration), as a member of a sub-regional team, is responsible for the comprehensive account management of high net worth relationships. The Trust Officer will work closely with Financial Advisors of Trust Company clients to facilitate seamless client relationship management. The candidate should be successful in a fast-paced environment, and is detail-oriented, able to manage multiple priorities and projects, and have excellent time management and organizational skills.The candidate will ensure compliance on fiduciary accounts with all required regulations, policies, and procedures and be knowledgeable in the area of investments. A bachelor''s degree, paralegal or JD is preferred to fill this role and/or several years of trust administration experience.Shift:1st shift (United States of America)Hours Per Week: 40

Created: 2021-11-29

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