PWM Trust Officer

U.S. Bancorp
Tennessee, Naples
Workplace: HybridFull timeUSD 80,280 - 98,120 annuallyFunction: Finance & AccountingExperience: 5+ yearsSkills: ["Risk management","Compliance","Problem-solving","Time management","Interpersonal communication","Customer service"]

Administer and service fiduciary and investment management accounts, ensuring compliance with governing documents, state statutes, and U.S. Bank policies. Handle trust administration and risk management for assigned accounts, meeting corporate and regulatory requirements while supporting retention. May also cover relationship management and specialized product expertise across areas like IRAs, charitable accounts, ILITs, and estates, working within a team of account administration experts.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

PWM Trust Officer

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Administer and service fiduciary and investment management accounts, ensuring compliance with governing documents, state statutes, and U.S. Bank policies. Handle trust administration and risk management for assigned accounts, meeting corporate and regulatory requirements while supporting retention. May also cover relationship management and specialized product expertise across areas like IRAs, charitable accounts, ILITs, and estates, working within a team of account administration experts.
Location: Tennessee, Naples
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Administer, manage risk, and service assigned fiduciary and investment management accounts.
  • •Ensure accounts are serviced in compliance with governing documents, state statutes, and U.S. Bank policies and procedures.
  • •Meet corporate and regulatory compliance standards for assigned accounts.
  • •Support retention and servicing of existing accounts.
  • •May handle relationship management responsibilities and specialized product knowledge (e.g., IRAs, charitable/philanthropic accounts, ILITs, estates).

Pay and Benefits

Salary: USD 80,280 - 98,120 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Five or more years of experience in trust administration.
  • •Ability to administer accounts in compliance with governing documents, state statutes, and U.S. Bank policies and procedures.
  • •Thorough knowledge of estate settlement, income, estate and multi-generational taxation, and trusts.
  • •Working knowledge of fiduciary law, tax implications, trust accounting/reporting, and regulatory compliance requirements.
Experience:5+ years
Skills:Risk managementComplianceProblem-solvingTime managementInterpersonal communicationCustomer service
Certifications:CTFACFP

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
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