Trust and Estate Specialist

4 weeks ago


Stevens Point, Wisconsin, United States U.S. Bank Full time
Job Title: Trust and Estate Specialist

At U.S. Bank, we're committed to delivering exceptional service to our customers and communities. As a Trust and Estate Specialist, you'll play a critical role in helping us achieve this goal.

Job Summary:

We're seeking a highly skilled and experienced Trust and Estate Specialist to join our team. In this role, you'll be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents. You'll also coordinate information between clients, external attorneys, and internal specialists to ensure accurate, timely, and efficient estate settlement.

Key Responsibilities:
  • Review and interpret trust agreements, wills, and other estate planning documents
  • Coordinate information between clients, external attorneys, and internal specialists
  • Administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures
Requirements:
  • Bachelor's degree or equivalent work experience
  • Five or more years of personal trust and/or estate planning experience
  • Thorough knowledge of estate settlement, gifting, income, estate, and multi-generational taxation and trusts
  • Thorough knowledge of fiduciary services
  • Well-developed analytical and problem-solving skills
  • Ability to make critical decisions independently
  • Excellent writing, speaking, and presentation skills
Benefits:

We offer a comprehensive benefits package, including:

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Equal Opportunity Employer:

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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