Wealth & Trust Account Maintenance Specialist

U.S. Bank; Cincinnati (OH); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank is hiring an Account Maintenance Specialist to support post-opening maintenance for WCIB client accounts and products. You will process data updates, manage PTAM requests, and ensure accuracy and timely completion while following procedures and SLAs.

The role focuses on internal operational support with no external customer communication, working from a US location in Ohio. A strong background in wealth operations and Excel proficiency is preferred.

Qualifications

• Associate's degree, or equivalent work experience.
• Two or more years of relevant experience.
• Basic understanding of regulatory and accounting principles affecting Wealth Management & Investment Services.

Responsibilities

• Post-opening account maintenance support and data updates.
• Process highly variable transactional requests via PTAM (Personal Trust Account Maintenance).
• Update trust officer changes and system codes as required.
• Verify requests for accuracy using procedures, checklists, and workflows.
• Coordinate with front-office teams to clarify incomplete requests.
• Own requests through completion and trigger front-office notifications.
• Work in a fast-paced, detail-oriented environment with day-to-day processing.

Skills

Analytical skills

Problem solving

Organizational skills

Communication skills

Multitasking

Microsoft Office

Education

Associate's degree

Tools

Microsoft Office

Job description

U.S. Bank is hiring an Account Maintenance Specialist to support post-opening maintenance for WCIB client accounts and products. You will process data updates, manage PTAM requests, and ensure accuracy and timely completion while following procedures and SLAs.

The role focuses on internal operational support with no external customer communication, working from a US location in Ohio. A strong background in wealth operations and Excel proficiency is preferred.