Wealth Management Senior Trust Officer

U.S. Bank

$124,355.00 - $146,300.00 py
3d onsite
Fiduciary and investment management accounts
Compliance with governing documents
Corporate and regulatory compliance standards
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts

Job Summary

  • Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.
  • Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures.
  • Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Matching Summary

Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.

Salary

$124,355.00 - $146,300.00

Skills & Requirements

Must-have

  • Fiduciary and investment management accounts
  • Compliance with governing documents
  • Corporate and regulatory compliance standards

Nice-to-have

  • Project and information management skills
  • Leadership and team-building skills
  • Customer service and relations skills

Key Requirements

  • Bachelor's degree or equivalent work experience
  • 10+ years of experience in Trust administration
  • Professional Designation (CTFA, CFP, JD, CPA, etc.)

Work Rights

Not specified

Tailored Resume

Cover Letter