Senior Trust Officer

4 weeks ago


Vancouver, Washington, United States U.S. Bank Full time

At U.S. Bank, we're dedicated to helping our customers and businesses make informed financial decisions. As a Senior Trust Officer, 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 accounts, and estates. 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.

Key qualifications for this role include a bachelor's degree or equivalent work experience, as well as 10+ years of experience in trust administration or 4+ years in trust and estates legal practice. Professional designations such as CTFA, CFP, JD, CPA, or Graduate of National Trust School Program are also required.

Preferred skills and experience include knowledge of estate settlement, income, estate, and multi-generational taxation and trusts, as well as 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 paid vacation and holiday opportunities. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce.


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