Senior Trust Associate

Bank of America

. Support Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients .

Posted 9/16/2026full-timePonte Vedra Beach • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in trust administration and high net worth client service, with a strong focus on investment management and compliance. Capable of effectively coordinating trust services and expanding client relationships within a financial institution.

Highest-signal resume keywords

Trust Administration ExperienceHigh Net Worth Client ServiceInvestment ManagementClient Maintenance ToolFinancial Institution Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Products KnowledgeClient Transactions SupportAccount Servicing ActivitiesCompliance MetricsDiscretionary Actions

Soft Skills

Problem SolvingCommunicationCollaboration

Tools & Technologies

Client Maintenance Tool

Industry Keywords

Fiduciary ServicesTrust OperationsPrivate BankingFinancial Services

About the role

Key responsibilities & impact

Support Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients
Apply knowledge of trust products to support client transactions
Serve as an additional client contact and backup for Trust Officers
Service account questions and resolve issues involving investment management and trust accounts, money movement, discretionary actions, compliance metrics exceptions, and Client Maintenance Tool updates
Identify opportunities to expand Private Bank capabilities within existing client books of business
Assist other service associates as needed
Coordinate internal delivery of trust services through Fiduciary Services and Trust Operations groups
Partner with the Trust office on day-to-day administration of investment management and trust accounts

Requirements

What you’ll need

Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
Trust administration experience desired
BS/BA degree in Business, Finance, Economics or Law desired
Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
40 hours per week
1st shift (United States of America)

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Career development opportunities
In-office flexibility based on role-specific responsibilities and business needs