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.

Qualifications:

Basic Qualifications

  • Bachelor's degree, or equivalent work experience

  • Seven or more years of experience in Personal Trust Administration

Preferred Skills/Experience

  • 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

Job: Operations

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.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled