Wealth Trust Closing Specialist – Personal Accounts

Us Bank; Cincinnati (OH); On-site; USD 35,000 - 47,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Job summary

U.S. Bank is seeking a Personal Trust Initial Closing Specialist to support Wealth Management accounts and products, including setting up securities and maintaining accounts. The role requires balancing multiple tasks within established SLAs and ensuring policy compliance.

The position emphasizes strong analytical skills, customer relations, and proficiency with Microsoft Office, with a pathway to grow within a large financial services organization.

Qualifications

• Bachelor's degree or equivalent work experience.
• Associate's degree + 4+ years relevant experience.
• Understanding of regulatory and accounting principles affecting Wealth Management clients.
• Ability to multitask and meet deadlines in a dynamic environment with SLA compliance.

Responsibilities

• Provide operational support and processing of Wealth Management client accounts and products.
• Set up securities and maintain accounts at asset level with supervision.
• Coordinate and complete multiple duties concurrently within timelines.
• Ensure compliance with department policies and procedures.

Skills

Regulatory knowledge

Accounting principles

Multitasking

Customer relations

Communication

Microsoft Office

Education

Bachelor's degree or equivalent work experience

Associate's degree + 4+ years experience

Job description

U.S. Bank is seeking a Personal Trust Initial Closing Specialist to support Wealth Management accounts and products, including setting up securities and maintaining accounts. The role requires balancing multiple tasks within established SLAs and ensuring policy compliance.

The position emphasizes strong analytical skills, customer relations, and proficiency with Microsoft Office, with a pathway to grow within a large financial services organization.