Wealth Management Senior Trust Officer

U.S. Bank National Association • Orange, CA

15d

About The Position

Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards.

Requirements

• Bachelor's degree, or equivalent work experience
• Eight or more years of experience in Trust administration
• Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program

Nice To Haves

• Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts
• Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
• Basic project and information management skills
• Ability to identify and resolve complex problems with minimal guidance
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Excellent interpersonal, verbal and communication skills
• Well-developed customer service/relations skills

Responsibilities

• Administer, manage risk, and service assigned fiduciary and investment management accounts.
• Potentially manage relationships and provide product specialty knowledge (e.g., IRAs, Charitable/Philanthropic Accounts, ILITs, Estates).
• Work as part of a team to administer accounts, with tasks assigned based on complexity.
• Service and retain existing accounts.
• Ensure account administration complies with governing documents, state statutes, and U.S. Bank policies and procedures.
• Meet all corporate and regulatory compliance standards.

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: Senior
• Number of Employees: 501-1,000 employees