Senior Associate, Trust

Bank of America

Trust Senior Associate role at Bank of America handling fiduciary and trust client account servicing. Supporting Trust Officers and identifying business opportunities within existing client relationships.

Posted 7/15/2026full-timeAlbany • New York • 🇺🇸 United StatesSenior💰 $31 - $44 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trust administration principles and fiduciary client servicing, with a strong focus on high net worth client relationships and wealth management. Proven ability to identify business opportunities and support investment management activities within a private banking context.

Highest-signal resume keywords

Trust Administration PrinciplesFiduciary Client ServicingHigh Net Worth Client ServiceWealth Management ExperiencePrivate Banking Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AdministrationClient Relationship ManagementInvestment ManagementBusiness DevelopmentFinancial Analysis

Soft Skills

CommunicationCollaborationProblem-Solving

Industry Keywords

FiduciaryPrivate BankingWealth ManagementFinancial ServicesTrust Services

About the role

Key responsibilities & impact

Supports Trust and Estate Officers with administrative and account servicing activities for fiduciary and trust clients
Serves as an additional point of contact to clients and/or as backup for the Trust Officers
Identifies new business opportunities for expanded penetration of Private Bank capabilities within the client's current book of business
Partners with the Trust office on general day-to-day administration functions for maintaining 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
Direct experience supporting advisors and client relationships within Wealth Management, Private Banking, Trust Services, or a related financial services environment
Working knowledge of trust administration principles and fiduciary client servicing activities preferred
BS/BA degree in Business, Finance, Economics or Law desired

Benefits

Comp & perks

Access to paid time off
Industry-leading benefits
Resources and support for employees