Home
/
Comprehensive
/
Regional Fiduciary Officer
Regional Fiduciary Officer-March 2024
Newport Beach
Mar 16, 2025
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Regional Fiduciary Officer

  Regional Fiduciary Officer

  Newport Beach, California;Portland, Oregon; Seattle, Washington; Los Angeles, California

  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 Summary:

  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.

  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

  Demonstrates superior judgment and reasoned decision making in exercising discretion upon taking into consideration totality of facts and circumstances

  Knows when appropriate to escalate a matter to his/her direct manager

  Education Requirements or Certifications:

  Attorney licensed to practice law in at least one U.S. Jurisdiction, with familiarity with the Uniform Trust Code, California, Washington and/or Oregon state law(s) and federal tax laws applicable to trusts/estates.Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

  Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

  To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

  To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

  Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

  To view Bank of America’s Drug-free workplace and alcohol policy, CLICK HERE .

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Process Engineer - Roofing Manufacturing
Process Engineer - Roofing Manufacturing Position Description Job Summary Why work for us? At Saint-Gobain, our employees have pride in belonging to an organization whose culture is made up of these
Credit Coordinator (Local Talents Only)
About us Join us and we won't expect you to conform to any stereotype - because we know that a team with different perspectives and passions can only make us stronger. If you see yourself as Credit C
MANAGER OF PROGRAM OPERATIONS - FACILITIES & BUILDING
Req #: 229994 Department: OCEANOGRAPHY Job Location Detail: In-Person Role Posting Date: 01/09/2024 Closing Info: Open Until Filled Salary: $8,200- $9,200 per month Shift: First Shift Notes: As a UW
Store Protection Specialist
Our values start with our people, join a team that values you! We are the nation’s largest off-price retailer with over 2,000 stores, and a strong track record of success and growth. Our focus has al
Assistant Floral Team Leader
Salary: $16.50- $22.25 SUMMARY Provides fast, friendly, helpful and efficient service to all Price Chopper customers. Responsible for assisting with operation of the department. Oversees clerks withi
Registered Nurse (RN, GN) - Surgical
Work where everymoment matters. Every day, over 30,000 Hartford HealthCare colleagues come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to b
Payroll Administrator
Under limited supervision, the Payroll Administrator partners with Payroll team members to ensure accurate processing of bi-weekly and monthly multi-state, multi-FEIN payrolls. Additionally prepares,
Retail Merchandiser
Job Posting CROSSMARK is seeking a fun, energetic Merchandiser who enjoys staying active in a fast-paced environment. You would be responsible for engaging and captivating consumers by timely shelf p
Teller I (20hrs) Ocean Atrium BIL English | Spanish Preferred
429475BR Job Title: Teller I (20hrs) Ocean Atrium BIL English | Spanish Preferred Company Overview: Our Values At TD, we're guided by our purpose to enrich the lives of our customers, communities and
Food Service Worker - Wallkill School Nutrition
ESSENTIAL FUNCTIONS, RESPONSIBILITIES AND DUTIES:  Prepares and serves food according to menus and in correct portion sizes as mandated by yield guides.  Performs cleaning duties, including sweepin
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved