Top 14 Trustee Jobs in Henrico Va

Senior Trust Officer
Bank of America —Richmond, VA
- $98,100 - $210,000 a year
- Full-time
- CPA
- Office
- High school diploma or GED
6d
Physician Assistant, Adjunct Faculty
South University —Glen Allen, VA
- Temporary
- Classroom
- Doctoral degree
- Word processing
Quick Apply
Director of Development
Richmond Waldorf School —Richmond, VA
- $53,000 - $65,000 a year
- Full-time
- School experience
- High school
- 3 years
- Paid holidays
- Disability insurance
Director of Facilities Planning & Development
Virginia Union University —Richmond, VA
- 7 years
- Master's degree
- University
Chief Philanthropy Officer
Elk Hill Farm Inc —Chesterfield, VA
- $110,000 - $120,000 a year
- Full-time
- Clean driving record
- 7 years
- Office
- Paid holidays
- Health insurance
Quick Apply
Development Coordinator
Richmond Waldorf School —Richmond, VA
- $43,000 - $49,000 a year
- Full-time
- School experience
- High school
- Inventory management
- Paid holidays
- Disability insurance
Corporate Trust & Escrow Services Account Analyst I
Truist Bank —Richmond, VA
- $50,000 - $60,000 a year
- Full-time
- Background check
- 5 years
- English
- AD&D insurance
- Paid holidays
Tax Manager - Private Client Services
Keiter —Glen Allen, VA
- $108,600 - $141,200 a year
- Hybrid work
- CPA
- Research
- 3 years
- Health savings account
- Disability insurance
Substitute Teacher
Richmond Waldorf School —Richmond, VA
- $16 an hour
- Temporary
- School experience
- Classroom
- Math
Tax Senior Manager - Private Client Services
Keiter —Glen Allen, VA
- $132,200 - $171,800 a year
- Hybrid work
- CPA
- 5 years
- Research
- Health savings account
- Disability insurance
Aftercare Assistant Teacher
Richmond Waldorf School —Richmond, VA
- From $15 an hour
- Call employer
- Background check
- School experience
- Classroom
Financial Administrator
Trinity United Methodist Church —Henrico, VA
- $48,000 - $54,000 a year
- Part-time
- Microsoft Excel
- Mid-level
- US work authorization
- Paid time off
Quick Apply
1d
Bankruptcy Attorney
McMichael Taylor Gray, LLC —Richmond, VA
- $95,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Travel
- US work authorization
Quick Apply

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Senior Trust Officer

Bank of America -
Richmond, VA

Apply Now

Job Details

Full-time
$98,100 - $210,000 a year
6 days ago

Qualifications

Business development management
Customer communication
Financial sales
Customer relationship building
Legal analysis
Legal risk management
High school diploma or GED
Business development
Customer engagement
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
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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

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

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

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

trustee jobs in henrico va

Senior Trust Officer

Physician Assistant, Adjunct Faculty

Director of Development

Director of Facilities Planning & Development

Chief Philanthropy Officer

Development Coordinator

Corporate Trust & Escrow Services Account Analyst I

Tax Manager - Private Client Services

Substitute Teacher

Tax Senior Manager - Private Client Services

Aftercare Assistant Teacher

Financial Administrator

Bankruptcy Attorney

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