Trust Officer Jobs in USA with Visa Sponsorship
Trust Officer roles sit firmly within H-1B visa specialty occupation territory, requiring a bachelor's degree in finance, law, or a related field. Employers file a Labor Condition Application before sponsorship can begin. Demand is concentrated in private banks, trust companies, and family offices with active LCA filing histories.
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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 Trust Officer Jobs
Frame your degree for specialty occupation
Trust Officer positions require a directly related bachelor's degree, typically in finance, accounting, law, or business. If your degree is in a adjacent field, document how your coursework maps to fiduciary and estate administration duties before interviews begin.
Target banks with active LCA histories
Use Migrate Mate to filter employers by verified LCA filing history for trust and fiduciary roles. Private banks and trust companies that file regularly signal established HR workflows, reducing the risk of a first-time sponsorship stumble.
Verify prevailing wage before negotiating offers
Your employer's LCA must certify wages at or above the DOL prevailing wage for Trust Officer roles in your metro area. Run the OFLC Wage Search using your specific work location before you negotiate, so your offer clears DOL certification without delay.
Get your credentials evaluation done early
If your degree was earned outside the U.S., obtain a credential evaluation from a NACES-member organization before you reach the offer stage. Many trust departments require this documentation before initiating the LCA, and delays here push back your start date.
Clarify H-1B portability with your new employer
If you're already in H-1B status with another employer, you can start work at a new trust company once the new I-129 petition is filed with USCIS, without waiting for approval. Confirm your new employer understands this rule before you resign.
Distinguish fiduciary roles from general finance jobs
Trust Officer duties, including estate settlement, trust administration, and beneficiary relations, map to a distinct O*NET profile. When your employer prepares the PERM or LCA job description, ensure it reflects these specific duties rather than generic financial analyst language to avoid RFEs.
Frequently Asked Questions
Does a Trust Officer role qualify as a specialty occupation for H-1B purposes?
Yes. Trust Officer positions typically require a bachelor's degree in finance, accounting, law, or a closely related field, which satisfies the H-1B specialty occupation definition. USCIS evaluates whether the specific duties, such as trust administration, fiduciary oversight, and estate settlement, require that degree as a minimum. Roles where any bachelor's degree would suffice are more vulnerable to RFEs, so the job description should be drafted carefully.
Which visa types are realistic for a Trust Officer seeking U.S. sponsorship?
H-1B is the primary option for most nationalities. Australian citizens can use the E-3 visa, which has no lottery and renews indefinitely in two-year increments. Chilean and Singaporean nationals may qualify for the H-1B1 visa. TN visa is not available for Trust Officer roles, as the position does not appear on the USMCA profession list. For long-term options, an employer-sponsored EB-2 or EB-3 green card through PERM labor certification is available after establishing the role.
How do I find trust companies and private banks that actively sponsor visas?
Migrate Mate lists employers with verified LCA filing histories for trust and fiduciary roles, so you can focus your applications on institutions that have already navigated the sponsorship process. This is more reliable than applying broadly and discovering late in the process that a firm has never sponsored a work visa before.
Will a foreign law degree help or hurt my Trust Officer application?
A foreign law degree can strengthen an application where the Trust Officer role involves estate planning, trust drafting, or probate matters, as long as USCIS accepts it as equivalent to a U.S. bachelor's in a related field. You'll need a credential evaluation confirming degree equivalency. If the role is primarily administrative rather than legal, a finance or accounting degree may actually be a stronger fit for passing H-1B specialty occupation scrutiny.
What happens to my H-1B status if the trust company is acquired or merged?
If the acquiring entity qualifies as a successor-in-interest under USCIS rules, your existing H-1B petition can transfer automatically without a new filing, provided your role and duties remain substantially the same. If the acquisition materially changes your job or employer EIN in a way that breaks successor status, your employer needs to file a new I-129 petition. Confirm the successor-in-interest determination with your HR or immigration counsel immediately after any acquisition announcement.
What is the prevailing wage requirement for sponsored Trust Officer jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.