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Trust Administrator
SAINT PAUL MN 55172
Category: Banking, Insurance
  • Your pay will be discussed at your interview

Job code: lhw-e0-89770155

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U.S. Bank

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Summary

  Job posted:   Thu May 17, 2018
  Distance to work:   ? miles
       
  3 Views, 0 Applications  
 
Trust Administrator

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 client onboarding of Personal Trust accounts and will coordinate with key stakeholders across a spectrum of departments and business lines to ensure that the appropriate account documentation and client information is obtained in accordance with regulations (AML, CIP, KYC, DOL Fiduciary Rules), bank policies and procedures while providing best in class client service.


**Qualifications:**


Basic Qualifications

- Bachelor's degree, or equivalent work experience

- Seven or more years of experience in Trust Administration


Preferred Skills/Experience

- Thorough knowledge of the Trust services unit and division, its products, processes, and related bank and regulatory regulations and fiduciary responsibilities

- Ability to identify and resolve complex problems with minimal guidance

- Ability to manage multiple tasks/projects and deadlines simultaneously

- Effective interpersonal, verbal and communication skills

- Well-developed customer service/relations skills

- Working towards a Professional Designation such as a CTFA or a CFP


**Job:** Operations


**Primary Location:** Minnesota-MN-Saint Paul


**Shift:** 1st - Daytime


**Average Hours Per Week:** 40


**Requisition ID:** 180018422


**Other Locations:** Ohio-OH-Cincinnati


U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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