Trust and Estate Specialist
2 days ago
U.S. Bank is seeking a highly skilled Trust and Probate Specialist to join our team. As a key member of our fiduciary services team, you will be responsible for reviewing and interpreting trust agreements, wills, and other estate planning documents. Your expertise will ensure accurate, timely, and efficient estate settlement, while maintaining compliance with legal requirements and business line policies.
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 compliance with legal requirements and business line policies
- Bachelor's degree or equivalent work experience
- Eight or more years of personal trust and/or estate planning experience
- Advanced knowledge of estate settlement, gifting, income, estate, and multi-generational taxation and trusts
- Advanced knowledge of fiduciary services
- Well-developed analytical and problem-solving skills
- Ability to make critical decisions independently
- Excellent writing, speaking, and presentation skills
- 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
- 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
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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