Trust Services Specialist – Wealth Management

U.S. Bank; Seattle (WA); On-site; USD 52,000 - 63,000; Full time

Job summary

U.S. Bank seeks a Trust Servicing Administrator to support trust accounts where the bank acts as trustee, agent, or custodian. The role provides high-level client service and administrative support in collaboration with trust officers and internal partners.

Responsibilities include data collection for reports, ensuring KYC/AML compliance, and monitoring risk to protect client relationships and ensure regulatory adherence.

Qualifications

• Five or more years of Trust Servicing experience
• High school diploma or equivalent
• Knowledge of fiduciary regulations
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills

Responsibilities

• Provide administrative and client support in partnership with trust officers and internal partners.
• Assist in the administration of trust accounts where the bank acts as trustee, agent, or custodian.
• Ensure compliance with KYC, AML, and regulatory standards; monitor risk within designated authority levels.
• Identify potential problems, compliance issues, or fraud to maximize client satisfaction and retention.
• Maintain proficiency with trust administration systems and Microsoft Office tools.

Skills

Trust knowledge

Customer service

Analytical skills

Communication skills

Education

High school diploma or equivalent

Trust Servicing experience (5+ years)

Tools

Word

Excel

PowerPoint

Job description

U.S. Bank seeks a Trust Servicing Administrator to support trust accounts where the bank acts as trustee, agent, or custodian. The role provides high-level client service and administrative support in collaboration with trust officers and internal partners.

Responsibilities include data collection for reports, ensuring KYC/AML compliance, and monitoring risk to protect client relationships and ensure regulatory adherence.