U.S. Bank
Overview
Senior Trust Officer at U.S. Bank. This is a remote position available to candidates who currently reside in the state of Washington. Responsibilities
Administer, manage risk, and service assigned fiduciary and investment management accounts. Potentially perform Relationship Management duties and apply product knowledge (e.g., IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Collaborate as part of a team of experts; tasks assigned based on account complexity. Serve to preserve and retain existing accounts while ensuring compliance with governing documents, state statutes, and U.S. Bank policies and procedures. Meet all corporate and regulatory compliance standards. Basic Qualifications
Bachelor’s degree or equivalent work experience 10 or more years of experience in Trust administration Professional designation required (e.g., CTFA, CFP, JD, CPA) and/or Graduate of National Trust School Program Preferred Skills/Experience
Extensive 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 regulatory compliance Strong project and information management skills Strong organizational, analytical, and problem-solving abilities Basic leadership and team-building skills Excellent interpersonal, verbal, and written communication skills Well-developed customer service/relations skills Additional Job Description
As an alternative to the basic qualification of 10+ years in trust administration, we will also consider candidates with 3–4 years of experience practicing trusts and estate law. Benefits
Healthcare (medical, dental, vision) Basic and optional term life insurance Disability coverage (short-term and long-term) Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (2–5 weeks depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program where applicable. The salary range reflects figures based on the primary location and may differ by location. Pay Range: $132,260.00 - $155,600.00. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive programs, equity stock purchase, 401(k) contributions, and pension where eligible.
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Senior Trust Officer at U.S. Bank. This is a remote position available to candidates who currently reside in the state of Washington. Responsibilities
Administer, manage risk, and service assigned fiduciary and investment management accounts. Potentially perform Relationship Management duties and apply product knowledge (e.g., IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Collaborate as part of a team of experts; tasks assigned based on account complexity. Serve to preserve and retain existing accounts while ensuring compliance with governing documents, state statutes, and U.S. Bank policies and procedures. Meet all corporate and regulatory compliance standards. Basic Qualifications
Bachelor’s degree or equivalent work experience 10 or more years of experience in Trust administration Professional designation required (e.g., CTFA, CFP, JD, CPA) and/or Graduate of National Trust School Program Preferred Skills/Experience
Extensive 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 regulatory compliance Strong project and information management skills Strong organizational, analytical, and problem-solving abilities Basic leadership and team-building skills Excellent interpersonal, verbal, and written communication skills Well-developed customer service/relations skills Additional Job Description
As an alternative to the basic qualification of 10+ years in trust administration, we will also consider candidates with 3–4 years of experience practicing trusts and estate law. Benefits
Healthcare (medical, dental, vision) Basic and optional term life insurance Disability coverage (short-term and long-term) Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (2–5 weeks depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program where applicable. The salary range reflects figures based on the primary location and may differ by location. Pay Range: $132,260.00 - $155,600.00. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive programs, equity stock purchase, 401(k) contributions, and pension where eligible.
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