H-1B Visa Trust Officer Jobs
Trust Officer jobs with H-1B visa sponsorship sit at the intersection of fiduciary law, estate planning, and financial compliance, fields that consistently require a bachelor's degree in finance, law, or a related discipline. Employers filing H-1B petitions for this role must certify a prevailing wage through a DOL-approved LCA before USCIS adjudicates the I-129 petition.
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Get Access To All JobsINTRODUCTION
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!
ROLE AND RESPONSIBILITIES
Delaware Trust Officer II (DE TO II), Wilmington, DE
The Delaware Trust Officer is an expert in the administration of Investment Management and Trust accounts and responsible for faithfully executing our fiduciary duties as well as complying with all laws, regulations policies and procedures.
The Delaware Trust Officer II (Delaware TOII) maintains a trust book of fiduciary and investment management accounts. The Delaware TO II works closely with national Private Bank and ML financial advisor’s teams to achieve strategic objectives of the PWM markets overall. The Delaware TOII's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware TO II works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets. Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence. Must have the ability to partner effectively.
- Work with clients, their attorneys and other professional advisors including co-trustees, investment advisors, accountants, distribution advisors, and protectors to understand the comprehensive estate plan. Facilitate a collaborative team approach to provide superior client service.
- Respond to requests from beneficiaries including request for discretionary distributions. Obtain supporting documents such as tax returns and budgets. Prepare discretionary distribution request outlining the dispositive provisions and other relevant language in the trust agreement and make recommendations regarding how the Trust Company should exercise discretionary powers pursuant to the terms of the governing instrument. Confer with co-trustee (if any) to obtain his/her approval. Communicate the decision to client.
- Minimize account risk by analyzing trust documents and performing annual account reviews for compliance with trust provisions, state and federal regulations, and trust policy and procedure adherence. Utilize risk management tools, such as the overdraft report, daily transaction report, etc.
- Communicate with investment advisors, portfolio managers, and financial advisors regarding investment matters and liquidity needs.
- Work with the Account Opening Group to open trust accounts. Interpret the governing instrument to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures.
- Must have detailed knowledge of how trusts function and are administered. Prior experience administering Delaware Directed Irrevocable Trusts is preferred.
- Need to be detail-oriented and be able to manage multiple priorities and projects. The trust officer should have excellent time management and organizational skills. Since the trust officer will interact with clients and their advisors, the trust officer should also have very strong communication and interpersonal skills.
- Must be able to effectively coordinate with the Bank’s Tax Team, various fund managers, and the clients’ personal tax preparers to ensure information is shared with the appropriate parties for timely completion of the applicable tax returns.
- Eager to contribute ideas to continuously improve systems and processes to ensure we can deliver the best possible service for our clients.
- Willing to mentor junior associates to help with their growth and development.
- Adhere to the Bank’s core values of delivering together, acting responsibly, realizing the power of our people, and trusting the team.
BASIC QUALIFICATIONS
- 5 or more years of successful experience in trust administration, servicing and managing fiduciary relationships with high-net-worth clients (or equivalent)
- Technically proficient in fiduciary law, tax investments and administration
- Bachelor’s degree or equivalent experience strongly preferred
- CTFA or JD preferred
PREFERRED QUALIFICATIONS
- Excellent ability to work in team environment
- Strong communication and influence / partnership skills
- Significant knowledge of the legal, tax, investment, and compliance aspects of fiduciary administration. Able to fully understand and follow the teams of governing documents
- Demonstrated accuracy and completeness in all tasks and follows up as appropriate
- Comfortable serving in an advisory capacity to clients and families
- Values the establishment and nurturing of long-term client relationships
- Dedicated to delivering excellent customer service
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent.
For internal employees: participation in a work from home posture does not make you eligible to post.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
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!
ROLE AND RESPONSIBILITIES
Delaware Trust Officer II (DE TO II), Wilmington, DE
The Delaware Trust Officer is an expert in the administration of Investment Management and Trust accounts and responsible for faithfully executing our fiduciary duties as well as complying with all laws, regulations policies and procedures.
The Delaware Trust Officer II (Delaware TOII) maintains a trust book of fiduciary and investment management accounts. The Delaware TO II works closely with national Private Bank and ML financial advisor’s teams to achieve strategic objectives of the PWM markets overall. The Delaware TOII's primary responsibilities are the administration of the Delaware IM&T book, as well as, working with the client teams to facilitate Delaware Trust Book growth. The Delaware TO II works with the PCA/Client Team or ML financial advisors and/or national MTE, MTTL or TTL to assure trust product awareness and education of clients and Private Bank associates in the markets. Responsible for the Delaware TO II book, management of fiduciary risks and trust policy adherence. Must have the ability to partner effectively.
- Work with clients, their attorneys and other professional advisors including co-trustees, investment advisors, accountants, distribution advisors, and protectors to understand the comprehensive estate plan. Facilitate a collaborative team approach to provide superior client service.
- Respond to requests from beneficiaries including request for discretionary distributions. Obtain supporting documents such as tax returns and budgets. Prepare discretionary distribution request outlining the dispositive provisions and other relevant language in the trust agreement and make recommendations regarding how the Trust Company should exercise discretionary powers pursuant to the terms of the governing instrument. Confer with co-trustee (if any) to obtain his/her approval. Communicate the decision to client.
- Minimize account risk by analyzing trust documents and performing annual account reviews for compliance with trust provisions, state and federal regulations, and trust policy and procedure adherence. Utilize risk management tools, such as the overdraft report, daily transaction report, etc.
- Communicate with investment advisors, portfolio managers, and financial advisors regarding investment matters and liquidity needs.
- Work with the Account Opening Group to open trust accounts. Interpret the governing instrument to ensure the proper set-up of account records, including payments, fee schedules and tax records. Communicate with beneficiaries and co-trustees to outline administrative procedures.
- Must have detailed knowledge of how trusts function and are administered. Prior experience administering Delaware Directed Irrevocable Trusts is preferred.
- Need to be detail-oriented and be able to manage multiple priorities and projects. The trust officer should have excellent time management and organizational skills. Since the trust officer will interact with clients and their advisors, the trust officer should also have very strong communication and interpersonal skills.
- Must be able to effectively coordinate with the Bank’s Tax Team, various fund managers, and the clients’ personal tax preparers to ensure information is shared with the appropriate parties for timely completion of the applicable tax returns.
- Eager to contribute ideas to continuously improve systems and processes to ensure we can deliver the best possible service for our clients.
- Willing to mentor junior associates to help with their growth and development.
- Adhere to the Bank’s core values of delivering together, acting responsibly, realizing the power of our people, and trusting the team.
BASIC QUALIFICATIONS
- 5 or more years of successful experience in trust administration, servicing and managing fiduciary relationships with high-net-worth clients (or equivalent)
- Technically proficient in fiduciary law, tax investments and administration
- Bachelor’s degree or equivalent experience strongly preferred
- CTFA or JD preferred
PREFERRED QUALIFICATIONS
- Excellent ability to work in team environment
- Strong communication and influence / partnership skills
- Significant knowledge of the legal, tax, investment, and compliance aspects of fiduciary administration. Able to fully understand and follow the teams of governing documents
- Demonstrated accuracy and completeness in all tasks and follows up as appropriate
- Comfortable serving in an advisory capacity to clients and families
- Values the establishment and nurturing of long-term client relationships
- Dedicated to delivering excellent customer service
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent.
For internal employees: participation in a work from home posture does not make you eligible to post.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Trust Officer
Frame your credentials around fiduciary duty
USCIS evaluates whether Trust Officer duties require a specific bachelor's degree, not just any degree. Gather transcripts and employer letters that connect your finance, law, or accounting degree directly to estate administration, trust accounting, and regulatory compliance responsibilities.
Use OFLC Wage Search before salary negotiations
Your employer's LCA must certify a prevailing wage at or above the DOL rate for your worksite ZIP code. Pull the current Level II or III figure from OFLC Wage Search for SOC 13-2099 before your offer conversation so you can flag a low bid immediately.
Target trust departments at chartered banks
Corporate trust departments inside nationally chartered banks and trust companies file H-1B petitions routinely because their compliance teams already manage USCIS filings. Search Migrate Mate by role and location to find employers with verified H-1B LCA history in trust and fiduciary services.
Confirm each worksite has its own certified LCA
If your employer manages trust accounts across multiple branch locations and expects you to work from more than one, each worksite needs its own DOL-certified LCA before you begin work there. Raise this with HR during the offer stage, not after the I-129 is filed.
Request premium processing if your OPT end date is close
USCIS offers premium processing on I-129 petitions, which guarantees a 15-business-day adjudication decision. If your OPT expires within three to four months of the petition filing date, ask your employer to include premium processing to avoid a gap in work authorization.
Document state licensing requirements before filing
Several states require trust officers to hold a specific fiduciary or financial license. If your worksite state has that requirement, include proof of licensure or eligibility in the I-129 petition package, USCIS may issue an RFE if the specialty occupation claim depends on a licensed credential you haven't yet obtained.
H-1B Visa Trust Officer: Frequently Asked Questions
Does a Trust Officer role qualify as a specialty occupation for H-1B purposes?
Yes, Trust Officer roles typically qualify as a specialty occupation. The position requires at minimum a bachelor's degree in finance, law, accounting, or a directly related field to perform fiduciary analysis, interpret trust documents, and manage regulatory compliance. USCIS looks at whether the specific duties demand that theoretical and practical application of a body of specialized knowledge, and trust administration consistently meets that standard.
Which employers commonly sponsor H-1B visas for Trust Officers?
Corporate trust departments inside nationally chartered banks, independent trust companies, wealth management firms, and family office operations are the most active sponsors. These employers already have immigration counsel on retainer and established USCIS filing workflows. Migrate Mate lists employers with verified H-1B LCA filing history in fiduciary and trust services, so you can search by city or institution type before applying.
How does the prevailing wage requirement affect Trust Officer offers?
Your employer must certify through a DOL Labor Condition Application that your offered salary meets or exceeds the prevailing wage for the Trust Officer role at your specific worksite. The DOL sets four wage levels based on experience and responsibility. A Level I entry wage and a Level III senior wage can differ substantially, so confirm which level your employer is certifying before you accept an offer.
Can my H-1B status cover Trust Officer work across multiple branch locations?
Not automatically. Each distinct worksite requires its own certified LCA filed with DOL before you begin work there. If your employer wants you to split time between a headquarters and satellite offices, the HR or immigration team must file amended or concurrent LCAs for each location. Working at an uncertified site is an H-1B violation regardless of whether the employer intended to comply.
How long can I work as a Trust Officer on H-1B status?
USCIS initially grants H-1B status for up to three years, with an extension available for up to a six-year total. Beyond six years, continued H-1B status typically requires an approved immigrant visa petition or a pending green card application that meets specific age and filing criteria under the American Competitiveness in the 21st Century Act. Plan your green card timeline with your employer well before the six-year ceiling approaches.