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 atall from Day One.
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 - 10 or more years of experience in trust administration - Professional designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or graduate of National Trust School Program Preferred Skills/Experience - Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements - Strong project and information management skills - Strong organizational, analytical and problem-solving skills - Basic leadership and team-building skills - Excellent interpersonal, verbal and communication skills - Well-developed customer service/relations skills
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:
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.
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: $119,765.00 - $140,900.00
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