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Regional Fiduciary Officer

Company: Bank of America
Location: Dallas
Posted on: January 16, 2022

Job Description:

Job Description:

Responsible for providing advice, guidance and training to Bank of America Private Bank fiduciary account teams and centralized units on technical fiduciary issues in support of sales efforts and the administration processes across the Private Bank's fiduciary book of personal trust and philanthropic accounts. - Assist account officers with exercise of fiduciary discretion and review of new business opportunities. - Responsible for providing early intervention on fiduciary problems and risk matters. - Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of personal trust and philanthropic accounts. - In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations governing the Private Bank's fiduciaries and charitable trusts.
Qualifications:
5+ years' experience as a practicing Trusts & Estates
lawyer in private practice and/or time employed by a
Bank, Private Wealth Management firm or Trust Company
performing a legal, risk or fiduciary line of business function
Experience working with trust officers/fiduciary specialists
and making fiduciary related risk-reward decisions
Demonstrated ability to intelligently and persuasively
articulate positions and influence decision makers and
management on all levels as well as COIs and other
external partners
Technical expertise in areas of fiduciary, planning, tax,
regulatory, legal and compliance
Strong ability to work in partnership with other functions/
roles, including Legal and Risk
Understanding of when to escalate matters
Education Requirements or Certifications:
Attorney licensed to practice law in at least one U.S. jurisdiction
B.A. or B.S. (four year undergraduate degree) and J.D. degree

Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

Responsible for providing advice, guidance and training to Bank of America Private Bank fiduciary account teams and centralized units on technical fiduciary issues in support of sales efforts and the administration processes across the Private Bank's fiduciary book of personal trust and philanthropic accounts. - Assist account officers with exercise of fiduciary discretion and review of new business opportunities. - Responsible for providing early intervention on fiduciary problems and risk matters. - Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of personal trust and philanthropic accounts. - In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations governing the Private Bank's fiduciaries and charitable trusts.
Qualifications:
5+ years' experience as a practicing Trusts & Estates
lawyer in private practice and/or time employed by a
Bank, Private Wealth Management firm or Trust Company
performing a legal, risk or fiduciary line of business function
Experience working with trust officers/fiduciary specialists
and making fiduciary related risk-reward decisions
Demonstrated ability to intelligently and persuasively
articulate positions and influence decision makers and
management on all levels as well as COIs and other
external partners
Technical expertise in areas of fiduciary, planning, tax,
regulatory, legal and compliance
Strong ability to work in partnership with other functions/
roles, including Legal and Risk
Understanding of when to escalate matters
Education Requirements or Certifications:
Attorney licensed to practice law in at least one U.S. jurisdiction
B.A. or B.S. (four year undergraduate degree) and J.D. degree

Job Band:
H4

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description: Responsible for providing advice, guidance and training to Bank of America Private Bank fiduciary account teams and centralized units on technical fiduciary issues in support of sales efforts and the administration processes across the Private Bank's fiduciary book of personal trust and philanthropic accounts. - Assist account officers with exercise of fiduciary discretion and review of new business opportunities. - Responsible for providing early intervention on fiduciary problems and risk matters. - Serves as primary resource for comprehensive fiduciary and technical advice relating to the administration of personal trust and philanthropic accounts. - In-depth knowledge of the following areas: general fiduciary law and principles, trust and wealth transfer techniques, and federal and state laws/regulations governing the Private Bank's fiduciaries and charitable trusts.
Qualifications:
5+ years' experience as a practicing Trusts & Estates
lawyer in private practice and/or time employed by a
Bank, Private Wealth Management firm or Trust Company
performing a legal, risk or fiduciary line of business function
Experience working with trust officers/fiduciary specialists
and making fiduciary related risk-reward decisions
Demonstrated ability to intelligently and persuasively
articulate positions and influence decision makers and
management on all levels as well as COIs and other
external partners
Technical expertise in areas of fiduciary, planning, tax,
regulatory, legal and compliance
Strong ability to work in partnership with other functions/
roles, including Legal and Risk
Understanding of when to escalate matters
Education Requirements or Certifications:
Attorney licensed to practice law in at least one U.S. jurisdiction
B.A. or B.S. (four year undergraduate degree) and J.D. degree
Shift:
1st shift (United States of America) Hours Per Week:
40

Keywords: Bank of America, Dallas , Regional Fiduciary Officer, Other , Dallas, Texas

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