Investment Trust Officer

5 days ago


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

We are seeking an experienced Investment Trust Officer to join our team at Ameriprise Financial. In this role, you will be responsible for managing trust investment duties for specific trust relationships.

Key Responsibilities
  • Develop and implement investment strategies for trusts, working closely with advisors and clients to ensure their needs are met.
  • Monitor and execute trust investment activities, ensuring compliance with regulatory requirements and company policies.
  • Support other Investment Officers in the investment management process for Trusts, providing recommendations for process enhancements.
  • Establish and maintain positive relationships with advisors and clients, providing quality customer service and ensuring client retention.
  • Perform annual investment reviews for assigned trust relationships, ensuring alignment with client goals and objectives.
  • Respond to client and advisor requests for information, reviewing and approving requests in accordance with company procedures.
  • Provide back-up support for trusts assigned to other Investment Officers, ensuring account data integrity and quality control.
  • 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 experience in investment management, brokerage, or a related field.
  • Associate's degree or equivalent.
  • Excellent written and oral communication skills.
  • Strong organizational skills and attention to detail.
  • Ability to prioritize and follow through on tasks.
  • Good analytical and problem-solving skills.
  • Ability to work well independently and as part of a team.
  • Strong experience using Microsoft Excel.

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