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Jan 21, 2003 12:00 PM
Trust Officer II - New York, NY
Position Number: 6916
Job Title: Trust Officer II
Location: New York, NY
Open Date: 01/21/03
Job Status: Full Time
Job description:
Provides financial products and services to charitable/endowment
foundations customers through such specialized areas as private
banking, full service and discount brokerage, mutual funds and
investment banking. Delivery of ideas, advice, and solutions to Private
Bank clients through such areas as personal trust, tax and estate
planning, fiduciary services and customized lending services. Provides
fiduciary support and expertise to meet the needs of clients in support
of the integrated delivery of products and services. Works closely with
relationship managers and portfolio managers in defining client's
requirements including legal and tax aspects, and in coordinating
client contact on an ongoing basis. Typically works on smaller or less
complicated issues. Non-licensed associate.
Qualifications:
Minimum of 5 + years administering personal trust accounts with working
knowledge of charitable/endowment foundations is required. Demonstrated
oral, written, and presentation communication skills. Is able to work
in a multi-task environment with minimum supervision while
demonstrating team work amongst other associates. Is computer literate.
Proven advanced knowledge of bank personal trust policies and
procedures, related products and documentation related to complex
trusts. JD, legal studies, and/or trust school. Only those meeting the
minimum qualifications of the position will be considered and
contacted.
If you meet the minimum requirements or surpass these criteria please
e-mail or fax your resume with cover letter:
Stephen.J.Weilert@bankofamerica.com
Fax: 213 345-9083
Bank of America is an EOE M/F/D/V
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