Trust Officer

U.S. Bank

Responsible for administering fiduciary and investment management accounts while ensuring compliance. Requires over seven years of experience and strong knowledge of fiduciary law.

Posted 7/1/2026full-timeMadison • Wisconsin • 🇺🇸 United StatesSeniorLeadWebsite

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
Seven or more years of experience in Trust administration
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

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

Trust AccountingTax ImplicationsMulti-Generational TaxationProblem ResolutionProject Management

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationCustomer Relations

Certifications

CTFACFP