Trust and Estate Onboarding Specialist – Operations

U.S. Bank

. Play a key role in the new account onboarding process for Trust and Estate accounts within Personal Trust.

Posted 3/8/2026full-timeCincinnati • Arizona, Minnesota, Ohio • 🇺🇸 United StatesMid-LevelSenior💰 $86,360 - $101,600 per yearWebsite

About the role

Key responsibilities & impact

Play a key role in the new account onboarding process for Trust and Estate accounts within Personal Trust.
Act as a trusted partner across the business and collaborate with stakeholders from multiple departments.
Ensure all account documentation and client information is complete, accurate, and compliant.
Coordinate with cross‑functional partners to onboard new Trust and Estate accounts efficiently and accurately.
Ensure compliance with all applicable regulations and requirements, including AML, CIP, KYC, DOL, and Fiduciary Rules, as well as bank policies and procedures.
Review, interpret, and apply estate planning documents and trust agreements.
Apply product‑specific expertise across a range of offerings, including Account Fees, IRAs, Custody, Agency, Entity, Charitable, Trust, and Estate accounts.
Support additional responsibilities such as reporting, projects, quality reviews, and other operational initiatives as needed.

Requirements

What you’ll need

Five years or more of related experience
Bachelor's degree
Knowledge of or the 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
Exhibits analytical, problem-solving, decision-making, and organizational skills
Exhibits customer relation skills, interpersonal, and verbal and written communication skills
Understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
Proficient in Microsoft Office applications, preferably Excel

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account onboardingcomplianceestate planningtrust agreementsregulatory knowledgeanalytical skillsproblem-solvingdecision-makingorganizational skillscustody operational functions

Soft Skills

customer relation skillsinterpersonal skillsverbal communicationwritten communicationmultitaskingdeadline management

Certifications

Bachelor's degree