Associate Trust Investment Officer

5 days ago

Minneapolis, United States Ameriprise Financial Full time

In this role, you will be responsible for trust investment duties for specific trust relationships. You will develop investment strategies for trusts and monitor execution of activities to ensure they are fulfilled, working directly or indirectly with advisors and clients when needed. This includes supporting other Investment Officers in the investment management process for Trusts by making recommendations for process enhancements. You will also establish and maintain positive advisor and client relationships, quality customer service, positive audit results, and client retention. Key Responsibilities Handle basic trust investment duties for specific trust relationships. Examples include but are not limited to, development of investment allocation strategies for bundled trust accounts and performing transactions when needed. Member of the Investment Sub-Committee. Perform annual investment reviews for assigned trust relationships annually. Member of the Account Review Sub-Committee. Respond to client and advisor requests for information. Requests may be received from Trust Administrators, Investment Officers or can come directly from advisors and clients. Requests received directly from advisors and clients must be properly reviewed and approved under current Bank procedures prior to fulfilling the request. Provide back-up support when necessary for trusts assigned to other Investment Officers. This includes assuring account data integrity. This quality control and reconciliation directly contributes to maintaining positive advisor/client relationships and delivering quality customer service. Support the New Business process by performing asset review work for potential new account acceptance or future nomination of the Bank in governing documents. Required Qualifications 3+ years of investment management, brokerage or relevant experience Associate's degree or equivalent Preferred Qualifications Bachelor's Degree Industry certification or interest in pursuing: CFA, CIMA or other Excellent written and oral communication skills Strong organizational skills and attention to detail Ability to prioritize and follow through Good analytical and problem-solving skills Work well independently and as part of a team Strong experience using Microsoft Excel

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