Corporate Trust Financial Management Analyst - Wealth Operations
About The Position
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Your journey starts now U.S. Bank is hiring a Corporate Trust Financial Management Analyst to support our Global Corporate Trust Centralize team. What we are looking for: We are looking for someone who is dependable and punctual, with a good work ethic. We are looking for someone who is comfortable with a dynamic schedule and shifting responsibilities We are looking for someone with a positive attitude and a team first mindset. We are looking for someone who has the willingness to learn and take on new task and challenges as needed. What's in it for you: Be a part of a team that values reliability, accuracy, and professionalism. Gain on hands experience across multiple tasks and build valuable operational skills. Enjoy a Monday- Friday, daytime schedule- no late nights or weekend required. Work alongside a supportive, and motivated colleagues who share your commitment to getting the job done right. Embrace a dynamic role - your flexibility and adaptability will shine.
Requirements
- Associate's degree or technical education, or equivalent work experience
- Less than two years of related experience
Nice To Haves
- Working knowledge of investments, accounting transactions, and client service
- Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account
- Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable
- Well-developed analytical and problem-solving skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Excel
- Systems experience with Trust Accounting and Bond Accounting systems preferred
Responsibilities
- Cash and Asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents.
- Uses bond financing documents, along with internal control mechanisms, to interpret the amount and timing of cash and asset movements.
- Prepares trust accounting system entries, calculating and executing debt retirements, and other account transaction duties.
- Interacts with specialized units to provide meaningful quality measurements to account managers to ensure that cash and asset management procedures are followed, and legal document requirements are met.
- May also involve some direct client interaction.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
