Private Wealth Management Trust Officer 4 - Minnesota
$98.28k - $120.12kUS Bank
At 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.Job DescriptionResponsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.Basic Qualifications: Bachelor's degree, or equivalent work experienceSeven or more years of experience in Trust administrationAn advanced degree may be considered towards years of experiencePreferred Skills/Experience:Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trustsWorking knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirementsAbility to identify and resolve complex problems with minimal guidanceAbility to manage multiple tasks/projects and deadlines simultaneouslyEffective interpersonal, verbal and communication skillsWell-developed customer service/relations skillsWorking towards a Professional Designation such as a CTFA or a CFPIf 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 lawReview our full benefits available by employment status here. U.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.E-VerifyU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.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: $98,280.00 - 120,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.Posting may be closed earlier due to high volume of applicants.SummaryLocation: Minneapolis, MNType: Full time
$111.6k - $136.4k
...and discover what you excel atall from Day One. Job Description Wealth Trust Services manages and serves trust relationships within the Affluent Trust Services is seeking a Senior Trust Officer responsible for managing trust and investment accounts. The Senior...SuggestedFull timeTemporary workLocal area- ...Who We Are Members Trust Company is a nationally chartered... ...and families preserve, manage, and transfer wealth with confidence. The company... ...hybrid role near one of MTC’s office locations in Tampa, FL;... ...union agency partners and private offices on an as-needed basis...PrivateWork at officeRemote workFlexible hoursNight shift
$160k - $200k
...seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net... ..., estates, family offices, and closely held... ...income tax planning, wealth transfer planning,... ...approximately 450 partners and 4,500 employees... ...these clients.For Minnesota candidates, the...PrivateFull timeLocal area$90k - $160k
...OPPORTUNITY?The Deputy BSA officer will play a critical... ...firm’s AML Program, managing regulatory risk, and... ...financial services and retail wealth management industry.... ...together to deliver trusted advice to help our... ...is $90,000- $160,000 (Minnesota), depending on your experience...SuggestedFull timeFlexible hours$20 - $25 per hour
...RBC Wealth Management InternshipRBC Wealth Management – US is seeking talent... ...financial advisors in the U.S. and $4.1+ trillion in global assets... ...wealth through our RBC Private Wealth and RBC Echelon™... ...investment strategies, estate and trust services, lending solutions,...PrivateHourly payFull timeFixed term contractSummer workInternshipSummer internship$141.21k - $172.59k
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/...PrivateTemporary workWork experience placementLocal area$17 - $26.71 per hour
...Gain exposure to multiple areas of Wealth Management through rotational assignments across private banking, investments, financial planning, personal trust administration, and operations.... ...communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our...PrivateHourly payTemporary workSummer workInternship$90k - $110k
...You will join the Private Alternatives Marketing... ...automation, file management, video production and... ...Advanced Microsoft Office skills, with a... ...investors, and private-wealth clients in major... ...the globe. With over 4,000 employees across... ...: to be the most trusted investment firm in...PrivateTemporary workWork at office$141.21k - $172.59k
...Private Wealth Management (PWM) Private Banking Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high...PrivateTemporary workWork experience placement$168.8k - $225k
...trillion in assets under management, administration and... ...centralized risk team for Wealth Management Solutions,... ...1 CPT, F-1 OPT, TN).In-Office CollaborationWe are a client... ...office at least four (4) days per week, with... ...: Minneapolis, Minnesota; Charlotte, North CarolinaType...Full timeContract workH1bWork at officeWork from homeVisa sponsorship1 day per week$60k
...businesses and individuals in Minnesota and throughout the United... ...industry-leading insurance and wealth management solutions. As a... ...for supporting the Network Office's supervision strategy and risk... ...or achieve. Integrity and Trust: We believe in doing the right...Work at office$75k - $125k
POSITION SUMMARYWealth Management Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...in this role build trusted relationships. Leading with... ...basic personal computer, MS Office (particularly MS Excel) and...PrivateTemporary workWork experience placementLocal areaWork visa$130k - $230k
...Vice President, Wealth Business Development (Midwest... ...the United States with offices worldwide. Wilshire is... ...offices, model gatekeepers, managed account platforms, CIO... ...investments and private market solutions within... ...contributions under Rule 206(4)-5. As such, you may...PrivateFull timeWorldwideHome office$150k - $210k
...have the flexibility to manage your days in support... ...with the Private Client Services and Trust & Estate groups on cross... ...approximately 450 partners and 4,500 employees across... ...individuals, family offices, not-for-profit... ...eisneramper.com . For Minnesota and Illinois, the expected...Full timeFixed term contractLocal area- ...of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative...Private
$150k - $190k
Minneapolis, Minnesota / Duluth, Minnesota / Green Bay... ...an experienced Client Manager to lead strategic client... ...Duluth, or Green Bay offices and flexible work... ...positioning Foth as a trusted partnerCollaborate for... ...either the public or private sectorPrior experience...PrivateFull timePart timeWork at officeFlexible hours- ...prepare you for the next levelBuild your professional network and interact with colleagues across the firmAbout the divisionAsset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions...PrivateFull timeApprenticeship
- ...Full time Join a large private practice radiology group in beautiful... ...services company ~4-day work week ~ No deep nights... ..., and football teams Minnesota is ranked the second-best state... ...to be recognized as the most trusted, innovative, and influential force...PrivateFull timeLocumPrivate practiceLocal areaImmediate startShift workNight shift
$126.81k - $154.99k
...discover what you excel at—all from Day One.Job DescriptionThe PWM Wealth Planner is focused on providing clients with comprehensive and... ...software -CFP/advanced degree - Extensive knowledge of Wealth Management products & services - Problem solving and analytical skills -...PrivateFull timeWork experience placementLocal area- ...application development, Enterprise Data Management, Enterprise Architecture, and Program Management... .... Attend local hiring events 3 - 4 times a month (may vary, depending on the... ...Citizenship is required. Active Public Trust/MBI clearance or the ability to obtain one...For contractorsLocal areaImmediate startFlexible hours
- ...the consistency, quality, and trust that critical care demands. Team... ...Medical Science Liaison (MSL) Manager leads and develops a high‑performing... .... Proficiency in Microsoft Office applications (e.g., Outlook, Excel... ...a discretionary match of up to 4% of pay which vests 20% a year...Work at officeImmediate startWorldwideNight shift
$115.78k - $198.48k
...is seeking a Digital Product Manager to lead the strategy, development... ...growth specifically for our Private Wealth area. This is an exciting... ...Technology, or a related field.4+ years of experience working... ...Wisconsin, Illinois, Minnesota, and Missouri and we consider...PrivateFull time- ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm for... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients...
- ...Outsourced Chief Financial Officer to join our Outsourced... ...focused on real estate private equity fund clients.... ...have the flexibility to manage your days in support of... ...LeadershipServe as a trusted CFO advisor to real estate... ...450 partners and 4,500 employees across the...PrivateFull time
$93.1k - $122.5k
...Plymouth, MN as a Compliance Manager! About Us Roers... ...in Plymouth, Minnesota, we’re on a mission to... ...has developed more than $4.5 billion in real estate... .... 5000 fastest-growing private companies (No. 218), NMHC... ..., the National Housing Trust Fund, Tax-Exempt Bonds,...PrivateFull timeTemporary workLocal areaImmediate start$4,264 per week
...MN Agency: AHS Staffing Pay: $4,264 per week Contract Duration: 13... ...Labor & Delivery - Travel | Minneapolis, Minnesota Estimated Weekly Pay: $4264.60 Start... ...Coverage ~ Weekly Pay/Direct Deposit ~ Private Housing or Generous Housing Allowance ~...PrivateHourly payWeekly payDaily paidFull timeContract workImmediate startFlexible hoursShift workNight shift- ...Angrist Angrist is AI-driven underwriting infrastructure for private-market acquisitions. The company uses AI to reconstruct and verify... ...QoE or financial due diligence engagements Background at a Big 4, mid-tier or specialist transaction advisory firm preferred...PrivateContract workRemote work
$65k - $80.2k
...—all from Day One. Job Description The Wealth Management Advisor (WMA) position is the investment... ...including portfolio management, trust administration, investment advisory and... ...products and services Extensive knowledge of private banking products and services, including...PrivateTemporary workWork experience placementLocal area$4,264 per week
...MN Agency: AHS Staffing Pay: $4,264 per week Contract Duration: 13... ...qualified Labor/Delivery RN in Minneapolis, Minnesota, 55404! Registered Nurse - Labor &... ...Coverage ~ Weekly Pay/Direct Deposit ~ Private Housing or Generous Housing Allowance ~...PrivateHourly payWeekly payDaily paidPermanent employmentFull timeContract workTemporary workImmediate startFlexible hoursShift workNight shift$99k - $266k
...OpportunityAs an International Tax Services Manager, you will play a pivotal role in advising... ...- At least a Bachelor's degree- At least 4 years of experience- At least one of the... ...factors thoughtfully to establish a secure and trusted workplace for all.Applications will be...Full timeH1bShift work
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