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About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
- 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
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Trust administrationEstate settlementTaxationTrust accountingRegulatory complianceFiduciary lawMulti-generational taxationCompliance standardsRisk managementInvestment management
Soft Skills
Project managementInformation managementOrganizational skillsAnalytical skillsProblem-solving skillsLeadership skillsTeam-building skillsInterpersonal skillsVerbal communicationCustomer service skills
Certifications
CTFACFPJDCPAGraduate of National Trust School Program
