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Private Wealth Management Trust Officer

$75.82k - $89.2k

U.S. Bancorp

Job Description Responsible 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 experience Five or more years of experience in trust administration An advanced degree may be considered towards years of experience Preferred Skills/Experience Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements Ability to identify and resolve complex problems with minimal guidance Ability to manage multiple tasks/projects and deadlines simultaneously Effective interpersonal, verbal and communication skills Well-developed customer service/relations skills Working towards a professional designation such as a CTFA or a CFP Benefits Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and safe leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law 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. Pay Range: $75,820.00 - $89,200.00 #J-18808-Ljbffr

Vacancy posted 1 day ago
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