Wealth Fiduciary Officer: Client-Focused Trust Expert

Us Bank; Gresham (OR); On-site; USD 86,000 - 105,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Paid holidays

Disability insurance

Life insurance

Adoption assistance

Job summary

U.S. Bank, based in Oregon, seeks a Trust Officer to administer, service, and manage risk for fiduciary accounts. This client-facing role requires clear communication with clients, beneficiaries, and internal partners to ensure accurate account administration and high service levels.

The ideal candidate has a Bachelor’s degree and five+ years in trust administration; advanced designations are a plus. The position involves estate, tax considerations, and regulatory compliance across

Qualifications

• Bachelor’s degree required in Trust administration or related field.
• Five+ years of experience in Trust administration.
• Advanced designation such as CTFA/ CFP is a plus.

Responsibilities

• Administer, service and manage risk for fiduciary accounts in accordance with governing documents and regulatory standards.
• Engage directly with clients, beneficiaries and internal partners to understand needs and resolve issues.
• Support service delivery and ensure fiduciary oversight and accuracy of accounts.
• Possibly include relationship management responsibilities and specialized product knowledge.

Skills

Trust knowledge

Relationship management

Regulatory compliance

Analytical skills

Communication

Education

Bachelor’s degree

Advanced degree (CTFA/ CFP) optional

Job description

U.S. Bank, based in Oregon, seeks a Trust Officer to administer, service, and manage risk for fiduciary accounts. This client-facing role requires clear communication with clients, beneficiaries, and internal partners to ensure accurate account administration and high service levels.

The ideal candidate has a Bachelor’s degree and five+ years in trust administration; advanced designations are a plus. The position involves estate, tax considerations, and regulatory compliance across