WM Trust Officer 3
3 weeks ago
At U.S. Bank, we're dedicated to helping our customers and businesses make informed financial decisions. As a WM Trust Officer 3, you'll play a critical role in the administration, risk management, and servicing of assigned fiduciary and investment management accounts.
Responsibilities may include relationship management, product specialty knowledge, and expertise in areas such as IRAs, charitable/philanthropic accounts, ILITs, estates, and more. You'll work collaboratively with a team of experts to administer accounts, ensuring compliance with governing documents, state statutes, and U.S. Bank policies and procedures.
To succeed in this role, you'll need a Bachelor's degree or equivalent work experience, as well as five or more years of experience in trust administration. Preferred skills include thorough knowledge of estate settlement, income, estate, and multi-generational taxation and trusts, as well as working knowledge of fiduciary law, tax implications, and practices in multiple jurisdictions.
We offer a comprehensive benefits package, including healthcare, basic term and optional term life insurance, short-term and long-term disability, and 401(k) and employer-funded retirement plan. Our benefits are designed to help you and your family boost your health, protect your financial security, and give you peace of mind.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.
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