Wealth Trust Closing Specialist – Operations & Compliance

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Paid vacation

Sick leave

401(k) plan

Adoption assistance

Job summary

U.S. Bank, Cincinnati, is seeking a Personal Trust Initial Closing Specialist to support Wealth Management client accounts, set up securities and asset-level maintenance, and ensure SLA compliance. This role involves coordinating multiple tasks with accuracy and oversight.

Ideal candidates have a Bachelor’s or equivalent experience, strong regulatory understanding, and proficiency with Office software. The position requires working from the Cincinnati office three days a week and offers a

Qualifications

• Bachelor's degree or equivalent work experience.

Responsibilities

• Operational support for Wealth Management client accounts.

Skills

Regulatory knowledge

Custody operations

Multitasking

Analytical skills

Communication skills

Microsoft Office

Education

Bachelor's degree

Associate's degree + 4+ years experience

Tools

Office suite

Job description

U.S. Bank, Cincinnati, is seeking a Personal Trust Initial Closing Specialist to support Wealth Management client accounts, set up securities and asset-level maintenance, and ensure SLA compliance. This role involves coordinating multiple tasks with accuracy and oversight.

Ideal candidates have a Bachelor’s or equivalent experience, strong regulatory understanding, and proficiency with Office software. The position requires working from the Cincinnati office three days a week and offers a