Bank of America Regional Fiduciary Officer-Los Angeles and Dallas in Los Angeles, California

Job Description:

Job Description:

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

Posting Date : 05/11/2018

Location :

Los Angeles, CA, 515 S Flower St (CA9512),


  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

Assistance for Applicants with Disabilities

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at .

Diversity & Inclusion

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Frequently Asked Questions

Need to know how to apply online, view a list of your submitted job applications or reset your password? Visit our FAQ at section for answers to these questions and more.