U.S. Bank Private Wealth Management Trust Administrator in SAINT PAUL, Minnesota
Responsible for the administration, risk management and servicing of assigned fiduciary and investment management trust accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administer accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.
Bachelor's degree, or equivalent work experience
Seven or more years of experience in Personal Trust Administration
Thorough knowledge of Personal Trust services unit and division, its products, processes, and related bank and regulatory regulations and fiduciary responsibilities
Ability to identify and resolve complex problems with minimal guidance
Ability to manage multiple tasks/projects and deadlines simultaneously
Effective interpersonal, verbal and communication skills
Well-developed customer service/relations skills
Working towards a Professional Designation such as a CTFA or a CFP
Advanced degree such as JD or LLM is a plus
Primary Location: Minnesota-MN-Saint Paul
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 180030245
U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.