Fiduciary and Investment Management Specialist
3 weeks ago
Job Summary
U.S. Bank is seeking a highly skilled Fiduciary and Investment Management Specialist to join our team. As a key member of our administration team, you will be responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts.
Key Responsibilities
- Administer accounts in a manner that ensures compliance with governing documents, state statutes, and U.S. Bank policies and procedures.
- Manage multiple tasks and deadlines simultaneously, working as part of a team of experts administering accounts.
- Responsible for meeting all corporate and regulatory compliance standards.
- Develop and maintain relationships with clients, providing exceptional customer service and ensuring account retention.
Requirements
- Bachelor's degree or equivalent work experience.
- Working knowledge of fiduciary law, tax implications, and practices in multiple jurisdictions.
- Ability to manage multiple tasks and deadlines simultaneously.
What We Offer
U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension. We are an equal opportunity employer and welcome applications from diverse candidates.
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