U.S. Bancorp

6 days ago

Wealth Management Senior Trust Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Administer, manage risk, and service fiduciary and investment management accounts, including estate, IRA, charitable/philanthropic, ILIT, and trust-related expertise. Serve and retain existing client accounts with team-based workflow aligned to account complexity. Ensure compliance with governing documents, state statutes, and U.S. Bank policies, while meeting corporate and regulatory compliance standards.

Location: Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Administer, manage risk, and service assigned fiduciary and investment management accounts.
•Provide relationship management responsibilities and product specialty knowledge for accounts such as IRAs, charitable/philanthropic accounts, ILITs, and estates.
•Work as part of a team administering accounts where tasks are assigned based on complexity.
•Ensure accounts are administered in compliance with governing documents, state statutes, and U.S. Bank policies and procedures.
•Maintain compliance with corporate and regulatory compliance standards while servicing and retaining existing accounts.

Pay and Benefits

Salary: USD 126,810 - 154,990 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveLife InsuranceRetirement

Key Requirements

•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).
•Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts.
•Thorough knowledge of fiduciary law, tax implications, trust accounting/reporting, and regulatory compliance requirements.

Experience:10+ yearsTrust administrationWealth managementFiduciaryEstate planningTaxation

Skills:Organizational skillsAnalytical skillsProblem-solving skillsCustomer service skillsCommunication skills

Certifications:CTFACFPCPAJDGraduate of National Trust School Program

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

6 days ago

Wealth Management Senior Trust Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: Minneapolis

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Administer, manage risk, and service assigned fiduciary and investment management accounts.
•Provide relationship management responsibilities and product specialty knowledge for accounts such as IRAs, charitable/philanthropic accounts, ILITs, and estates.
•Work as part of a team administering accounts where tasks are assigned based on complexity.
•Ensure accounts are administered in compliance with governing documents, state statutes, and U.S. Bank policies and procedures.
•Maintain compliance with corporate and regulatory compliance standards while servicing and retaining existing accounts.

Pay and Benefits

Salary: USD 126,810 - 154,990 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveLife InsuranceRetirement

Key Requirements

•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).
•Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts.
•Thorough knowledge of fiduciary law, tax implications, trust accounting/reporting, and regulatory compliance requirements.

Experience:10+ yearsTrust administrationWealth managementFiduciaryEstate planningTaxation

Skills:Organizational skillsAnalytical skillsProblem-solving skillsCustomer service skillsCommunication skills

Certifications:CTFACFPCPAJDGraduate of National Trust School Program

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor