Regional Fiduciary Officer
Company: Disability Solutions
Location: Providence
Posted on: September 28, 2024
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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. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:Primary responsibility for
providing advice, guidance and training to Private Bank account
teams and centralized units on technical fiduciary issues in
support of sales efforts and administration processes across a
fiduciary book of accounts within BANA's risk profile. 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 Private Bank fiduciary accounts.
In-depth knowledge of the following areas: general fiduciary law
and principles, trust and wealth transfer techniques, and federal
and state laws/regulations pertaining to fiduciaries.Desired
Qualifications:
Keywords: Disability Solutions, Providence , Regional Fiduciary Officer, Other , Providence, Rhode Island
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