Wealth Trust Finalization Specialist

U.S. Bank; Cincinnati (OH); On-site; USD 30,000 - 41,000; Full time

Job summary

U.S. Bank is seeking a Personal Trust Final Closing Specialist to provide operational support for Wealth Management client accounts and products. You will manage final closings, monitor tax implications and expenses, and ensure timely distributions while adhering to SLAs and department policies.

The role emphasizes accurate coordination, risk awareness, and strong communication with clients and internal teams, with a location-based schedule and benefits package.

Qualifications

• Associate's degree or equivalent work experience.
• Two or more years of relevant experience.

Responsibilities

• Process Wealth Management client accounts and products.
• Monitor final income, tax implications, and client expenses prior to final distributions.
• Coordinate, manage and complete multiple duties concurrently within timelines.
• Ensure compliance with department policies and service level agreements.

Skills

Regulatory understanding

Multitask management

Customer relations

Written communication

Education

Associate's degree or equivalent

Tools

Microsoft Office

Job description

U.S. Bank is seeking a Personal Trust Final Closing Specialist to provide operational support for Wealth Management client accounts and products. You will manage final closings, monitor tax implications and expenses, and ensure timely distributions while adhering to SLAs and department policies.

The role emphasizes accurate coordination, risk awareness, and strong communication with clients and internal teams, with a location-based schedule and benefits package.