Wealth Trust Closing Specialist — Client Accounts

U.S. Bank; Cincinnati (OH); On-site; USD 3,531,000 - 4,709,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Personal Trust Initial Closing Specialist in Cincinnati, OH to support Wealth Management accounts. You will set up securities and maintain asset-level data with supervision, ensuring compliance with policies and timely processing across end-to-end tasks.

Strong regulatory knowledge, analytical skills, and excellent communication abilities are required, with location expectations of three or more days in the office each week.

Qualifications

• Bachelor's degree or equivalent work experience.
• Associate's degree with 4+ years of relevant experience.
• Understanding of regulatory and accounting principles affecting Wealth Management clients.
• Ability to multitask and meet deadlines in a dynamic environment.
• Strong analytical, problem solving, and organizational skills.

Responsibilities

• Responsible for the operational support and processing of Wealth Management client accounts and products.
• Set up securities, general account and asset level maintenance with supervision.
• Coordinate, manage and complete multiple duties within established SLAs.

Skills

Regulatory knowledge

Analytical skills

Multitasking

Customer relations

Written & verbal communication

Microsoft Office proficiency

Education

Bachelor's degree or equivalent work experience

Associate's degree + 4+ years experience

Tools

Microsoft Office

CRM systems training

Job description

U.S. Bank is seeking a Personal Trust Initial Closing Specialist in Cincinnati, OH to support Wealth Management accounts. You will set up securities and maintain asset-level data with supervision, ensuring compliance with policies and timely processing across end-to-end tasks.

Strong regulatory knowledge, analytical skills, and excellent communication abilities are required, with location expectations of three or more days in the office each week.