Fiduciary and Investment Management Specialist

3 weeks ago


Minneapolis, Minnesota, United States U.S. Bank Full time

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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