PWM Trust Officer

U.S. Bank

U.S. Bank trust officer administering fiduciary and investment management accounts.

Posted 8/18/2026full-timeBrentwood • Florida, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $80,280 - $98,120 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Trust Administration, including fiduciary law, estate settlement, and regulatory compliance. Proven ability to manage complex accounts while ensuring adherence to U.S. Bank policies and delivering exceptional customer service.

Highest-signal resume keywords

Trust AdministrationFiduciary LawEstate SettlementRegulatory ComplianceCustomer Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AccountingEstate TaxationMulti-Generational TaxationProblem ResolutionProject Management

Soft Skills

Interpersonal SkillsVerbal CommunicationCustomer Relations

Certifications & Qualifications

CTFACFP

Industry Keywords

Fiduciary AccountsInvestment ManagementCharitable AccountsILITsCompliance Standards

About the role

Key responsibilities & impact

Administer assigned fiduciary and investment management accounts
Manage account administration, risk management, and servicing
Provide relationship management and product specialty expertise, including IRAs, charitable/philanthropic accounts, ILITs, and estates
Work as part of a team of experts administering accounts, with tasks assigned based on complexity
Service and retain existing accounts
Ensure compliance with governing documents, state statutes, and U.S. Bank policies and procedures
Meet corporate and regulatory compliance standards
Identify and resolve complex problems with minimal guidance
Manage multiple tasks, projects, and deadlines simultaneously

Requirements

What you’ll need

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
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 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
Ability to work from a U.S. Bank location three (3) or more days per week
Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Applicants must comply with applicable employment eligibility verification and background-check requirements

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension