WM Senior Trust Officer 2

Profile

WM Senior Trust Officer 2

The candidate will responsible for the administration, risk management and servicing of assigned fiduciary and investment management 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. Administers 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. Should have a Bachelor's degree, or equivalent work experience, and 10+ years of experience in Trust administration. Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program. Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts is a plus. Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements. Must have strong project and information management skills, strong organizational, analytical and problem-solving skills. Must have basic leadership and team-building skills, excellent interpersonal, verbal and communication skills. Must have well-developed customer service/relations skills.

Additional Information

Job ID: 2022-0024913

Company info

US Bank.
9105 Strada Pl suite 3200
Naples
Florida
United States 34108
Website : http://www.usbank.com