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Senior Trust Officer - Remote

Posted Yesterday
Finance / Legal
Full Time
USA
$132,260.00 - $155,600.00/year

Overview

The Senior Trust Officer at U.S. Bank is responsible for the administration, risk management, and servicing of fiduciary and investment management accounts, ensuring compliance with governing documents and regulatory standards.

In Short

  • Administer fiduciary and investment management accounts.
  • Manage risks and ensure compliance with laws and policies.
  • Work collaboratively with a team of experts.
  • Focus on customer service and account retention.
  • Possess extensive knowledge in trust and estate law.
  • Required to have a professional designation (CTFA, CFP, JD, CPA).
  • 10+ years of experience in trust administration.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Leadership and team-building abilities.

Requirements

  • Bachelor's degree or equivalent work experience.
  • 10 or more years in Trust administration.
  • Professional designation required.
  • 4+ years in trust and estates legal practice preferred.
  • Knowledge of estate settlement and taxation.
  • Understanding of fiduciary law and compliance.
  • Strong project and information management skills.
  • Excellent organizational skills.
  • Customer service/relations skills.
  • Ability to accommodate disabilities during the hiring process.

Benefits

  • Healthcare (medical, dental, vision).
  • Life insurance options.
  • Disability coverage.
  • 401(k) and retirement plans.
  • Paid vacation and holidays.
  • Adoption assistance.
  • Sick and Safe Leave.
  • Comprehensive benefits package.
  • Equity stock purchase options.
  • Incentive and recognition programs.

U.B.N.A

U.S. Bank National Association

U.S. Bank National Association is a leading financial institution dedicated to helping customers and businesses make informed financial decisions. With a commitment to community growth and success, U.S. Bank fosters an inclusive environment where each employee's unique potential is recognized and nurtured. As a wholly owned subsidiary, Elavon provides innovative payment solutions to over 1.5 million customers globally, focusing on transaction processing and customer service. U.S. Bank emphasizes employee development, offering a wide range of career opportunities and a comprehensive benefits package designed to support the well-being of its team members. The company is recognized for its ethical practices and dedication to creating a thriving workplace for both employees and the communities they serve.

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