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Post Closing Specialist

$22.5 - $30 per hour

U.S. Bank

Personal Trust Final Closing SpecialistAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.The Personal Trust Final Closing Specialist is responsible for the operational support and processing of Wealth Management client accounts and products of various types and sizes established by clients for various purposes. Accountable for the final stages of closing an account, including monitoring for final income, tax implications, and client expenses prior to final distributions. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures.Basic Qualifications - Associate's degree, or equivalent work experience - Two or more years of relevant experiencePreferred Skills/Experience - Basic understanding of regulatory and accounting principles which directly affect Wealth Management business lines and clients - Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s) - Ability to multitask and meet established deadlines in a dynamic work environment - Demonstrated analytical, problem-solving, decision-making, and organizational skills - Effective customer relations, interpersonal, and verbal and written communication skills - Proficient computer navigation skills using a variety of software packages including Microsoft Office applicationsLocation ExpectationsThis role requires working from the above U.S. Bank location three (3) or more days per week.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.Benefits:Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00

Vacancy posted 20 hours ago
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