Wealth Trust Associate — Client Services & Admin

U.S. Bank; Kansas City, Northern (MO, KY); Hybrid; USD 43,000 - 52,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Holiday pay

Adoption assistance

Job summary

U.S. Bank is seeking a Private Wealth Management Trust Associate to provide broad administrative support to Trust Administrators and assist in the day-to-day administration of trust accounts for assigned clients.

You will deliver high-quality client service, work on data collection and reporting, and help ensure compliance with fiduciary regulations while supporting risk management processes.

Qualifications

• High school diploma or equivalent required.
• Five+ years of client servicing experience or educational equivalent preferred.
• In-depth knowledge of personal trust administration and fiduciary regulations beneficial.

Responsibilities

• Provide administrative support to Trust Administrators.
• Assist in administration of trust accounts and ensure compliance with legal requirements.
• Identify potential compliance issues or fraud and report to protect client relationships.

Skills

Product knowledge

Fiduciary services

Regulatory reporting

Analytical skills

Communication

Client servicing

MS Office

MS Word

MS Excel

MS PowerPoint

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

U.S. Bank is seeking a Private Wealth Management Trust Associate to provide broad administrative support to Trust Administrators and assist in the day-to-day administration of trust accounts for assigned clients.

You will deliver high-quality client service, work on data collection and reporting, and help ensure compliance with fiduciary regulations while supporting risk management processes.