Senior Trust Officer, Private Wealth & Estates

U.S. Bank; Minneapolis (MN); On-site; USD 98,000 - 121,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Term life insurance

Short-term and long-term disability

Paid vacation

401(k) and retirement plan

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Minneapolis seeks an experienced Trust Administrator to oversee fiduciary and investment management accounts, ensuring accuracy, compliance, and effective client servicing.

The role requires a Bachelor's degree (or equivalent), 7+ years in trust administration, and progress toward professional designations such as CTFA or CFP. You will work with a team of experts handling complex estates, taxes, and multi-jurisdictional issues.

Qualifications

• Bachelor's degree or equivalent work experience.
• Seven or more years of experience in Trust administration.
• Advanced degree may be considered towards years of experience.

Responsibilities

• Administers fiduciary and investment management accounts with focus on compliance.
• Provides relationship management and product specialty knowledge as needed.
• Works as part of a team of experts to handle complexity-based tasks.
• Maintains servicing and retention of existing accounts.
• Ensures compliance with governing documents, state statutes and policies.

Skills

Relationship management

Interpersonal skills

Communication skills

Problem solving

Multitasking

Education

Bachelor's degree or equivalent

Advanced degree (CTFA/ CFP) considered

Job description

U.S. Bank in Minneapolis seeks an experienced Trust Administrator to oversee fiduciary and investment management accounts, ensuring accuracy, compliance, and effective client servicing.

The role requires a Bachelor's degree (or equivalent), 7+ years in trust administration, and progress toward professional designations such as CTFA or CFP. You will work with a team of experts handling complex estates, taxes, and multi-jurisdictional issues.