Trust & Probate Specialist

U.S. Bank • Palm Beach, FL

3d

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 Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent. Coordinates information between clients, external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement. Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.

Requirements

• Bachelor's degree, or equivalent work experience
• Eight or more years of personal trust and/or estate planning experience

Nice To Haves

• 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

Responsibilities

• Reviews and interprets trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent.
• Coordinates information between clients, external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement.
• Administers accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees