Senior Fiduciary Advisor

US Bank; Vancouver (WA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Pregnancy & parental leave

401(k) retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks an experienced Trust Officer to administer fiduciary accounts with accuracy and prudent judgment. You will engage clients, beneficiaries and internal partners to understand needs, resolve issues, and support service delivery.

The role may include estate, IRA and other fiduciary responsibilities within Wealth Management. You will work in a client-facing capacity, applying regulatory compliance, risk assessment and fiduciary expertise to ensure high quality outcomes and accounts

Qualifications

• Bachelor's degree required.
• 10+ years of experience in Trust administration.
• A Professional Designation is required (CTFA, CFP, JD, CPA or equivalent).
• Advanced knowledge of fiduciary principles and trust accounting.

Responsibilities

• Administer and manage fiduciary accounts with accuracy and sound judgment.
• Engage with clients, beneficiaries and internal partners to resolve issues and support service delivery.
• Provide fiduciary oversight and escalate complex matters as needed.

Skills

Analytical skills

Problem solving

Communication skills

Written and spoken communication

Presentation skills

Risk assessment

Fiduciary principles

Education

Bachelor's degree

Professional designation (CTFA/CFP/JD/CPA)

Job description

U.S. Bank seeks an experienced Trust Officer to administer fiduciary accounts with accuracy and prudent judgment. You will engage clients, beneficiaries and internal partners to understand needs, resolve issues, and support service delivery.

The role may include estate, IRA and other fiduciary responsibilities within Wealth Management. You will work in a client-facing capacity, applying regulatory compliance, risk assessment and fiduciary expertise to ensure high quality outcomes and accounts