Senior Trust Officer – Estate & Fiduciary Services

US Bank; Cincinnati (OH); Hybrid; USD 104,000 - 127,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank is seeking a senior fiduciary administrator to oversee the administration, risk management and servicing of complex fiduciary and investment management accounts.

You will work within a team of experts to ensure compliance with governing documents, state statutes and internal policies, supporting account retention and service excellence. The ideal candidate holds a bachelor’s degree and 8+ years’ trust administration experience, with professional designations such as CTFA, CFP, JD or

Qualifications

• Eight or more years of experience in Trust administration.
• Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts.
• Thorough knowledge of fiduciary law and multi-jurisdiction compliance.

Responsibilities

• Administers fiduciary and investment accounts with compliance to governing documents and policies.
• Provides relationship management support and ensures retention of existing accounts.
• Identifies and resolves complex problems with minimal guidance.

Skills

Estate settlement

Tax implications

Interpersonal skills

Task management

Regulatory compliance

Education

Bachelor's degree

CTFA/ CFP/ JD/ CPA designation

Job description

U.S. Bank is seeking a senior fiduciary administrator to oversee the administration, risk management and servicing of complex fiduciary and investment management accounts.

You will work within a team of experts to ensure compliance with governing documents, state statutes and internal policies, supporting account retention and service excellence. The ideal candidate holds a bachelor’s degree and 8+ years’ trust administration experience, with professional designations such as CTFA, CFP, JD or