Trust Investment Officer

4 weeks ago


Minneapolis, Minnesota, United States Ameriprise Financial Full time
Job Summary

We are seeking a skilled Trust Investment Associate to join our team at Ameriprise Financial. In this role, you will be responsible for trust investment duties for specific trust relationships.

Key Responsibilities
  • Handle basic trust investment duties for specific trust relationships.
  • Develop investment allocation strategies for bundled trust accounts and perform 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.
  • Provide back-up support when necessary for trusts assigned to other Investment Officers.
  • Support the New Business process by performing asset review work for potential new account acceptance or future nomination of the Bank in governing documents.
Requirements
  • 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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