Top 3 Financial trust officers Jobs in Columbus

Senior Trust Officer
Bank of America —Columbus, OH
- $98,100 - $210,000 a year
- Full-time
- CPA
- Office
- High school diploma or GED
Senior Vice President, Trust Officer
Midwest Trust Company —Westerville, OH
- 7 years
- Office
- Finance
Quick Apply
8d
Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED
JPMorganChase —Columbus, OH
- Full-time
- CPA
- Office
- Finance
- Health insurance
- Tuition reimbursement
1d

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Senior Trust Officer
Bank of America —Columbus, OH
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects.
$98,100 - $210,000 a year
Senior Vice President, Trust Officer
Midwest Trust Company —Westerville, OH
The Senior Trust Officer is a seasoned fiduciary leader responsible for the independent administration and strategic oversight of complex trust and fiduciary…
Quick Apply
8d

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Senior Trust Officer

Bank of America -
Columbus, OH

Apply Now

Job Details

Full-time
$98,100 - $210,000 a year

Qualifications

Business development management
Financial sales
Promoting bank products
High school diploma or GED
Business development
Investment client management
Fiduciary duties
Initial Contact (sales skills)
Prospecting
Business development within finance
Client acquisition
Activity sales targets
Investment risk management
Client growth strategy
Regulatory compliance analysis
Relationship building in financial sales
Legal compliance
Estate planning
Closing sales
Banking regulatory compliance

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviews
Supports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenance
Engages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experience
Ensures compliance with regulatory and legal requirements related to client accounts and portfolios
Identifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects

Required Qualifications:

Minimum of five years of trust administration and estate planning experience
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
Knowledge of and adherence to compliance with policies, procedures, regulatory, and legal requirements related to client accounts and portfolios
Ability to identify and develop new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Demonstrates initiative and a proactive approach to problem solving
Creative though prudent approach to providing solutions within the bank’s risk/reward profile
Proven ability to confidently close sales and meet or exceed revenue targets
Has good people/partner communication skills and is a team player
Displays a high level of savvy and sophistication regarding high-net-worth clients’ concerns / issues
Ability to communicate and connect with high-net-worth clients

Desired Qualifications:

Fiduciary professional with CTFA, CFP, AEP, JD, and/or CPA
Bachelor’s Degree or equivalent business experience in High-Net-Worth Trust environment

Skills:

Business Development
Client Management
Customer and Client Focus
Risk Management
Wealth Planning
Client Experience Branding
Client Solutions Advisory
Decision Making
Presentation Skills
Process Management
Attention to Detail
Critical Thinking
Financial Analysis
Planning
Prospecting

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

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financial trust officers jobs in columbus

Senior Trust Officer

Senior Vice President, Trust Officer

Wealth Management Solutions, Trust & Estates, Closely Held Asset Management Regional Director, ED

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