Bank of America Regional Fiduciary Officer-Los Angeles and Dallas in Los Angeles, California
Responsible for providing advice, guidance and training to US Trust account teams and centralized units on technical fiduciary issues in support of sales efforts and administration processes across a fiduciary book of 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 US Trust 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.
5+years’ experience as a practicing Trusts & Estateslawyer 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 specialistsand making fiduciary related risk-reward decisions
Demonstrated ability to intelligently and persuasivelyarticulate 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
Keen awareness of when to escalate matters to LegalDepartment and/or management
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
Posting Date : 05/11/2018
Los Angeles, CA, 515 S Flower St (CA9512),
Dallas, TX, BANK OF AMERICA PLAZA, 901 MAIN ST,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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