Overview Bank of America is committed to building a financially stronger future by driving Responsible Growth and delivering value for clients, teammates, communities and shareholders. We foster an inclusive workplace, support wellness, and recognize performance. We also embrace a flexible, in‑office culture that balances flexibility with role‑specific requirements. Responsibilities Provide fiduciary administration support, including review of trust instruments, exercising trustee discretion, managing risk, and conducting periodic trust reviews. Support investment management accounts: coordinate opening and closing, handle money movements, and maintain account records. Engage with clients and prospects to build and transfer wealth aligned with their goals, delivering a high‑quality experience. Ensure compliance with regulatory and legal requirements for client accounts and portfolios. Identify and develop new business opportunities by pursuing relationships with existing clients and prospects. Required Qualifications Minimum five years of trust administration and estate planning experience. Technical expertise in trust administration, fiduciary law, and estate/wealth‑transfer planning. Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements. Ability to identify and cultivate new business opportunities with existing and prospective clients. Demonstrated initiative and proactive problem‑solving skills. Creative yet prudent approach to solutions within the bank’s risk/reward profile. Proven ability to close sales and meet or exceed revenue targets. Strong people/partner communication skills and teamwork. High level of sophistication regarding high‑net‑worth client concerns/issues. Excellent communication skills for high‑net‑worth clients. Desired Qualifications Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA credentials. Bachelor’s degree or equivalent business experience in a high‑net‑worth trust environment. Skills Risk Management Business Development Client Management Wealth Planning Customer and Client Focus Client Experience Branding Client Solutions Advisory Process Management Decision Making Presentation Skills Prospecting Financial Analysis Attention to Detail Critical Thinking Planning Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency Details Location: US – IL – Chicago – 110 N Wacker Dr – Bank Of America Tower Chicago (IL 4110) Pay range: $98,100.00 – $210,000.00 annualized salary, based on experience, education and skill set. Discretionary incentive: eligible for the annual discretionary plan. Benefits This role is eligible for benefits, including industry‑leading benefits, paid time off, resources and support to help employees make a genuine impact. #J-18808-Ljbffr Bank of America
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