Trust Officer Sr
UMB Financial
Milwaukee, Minneapolis
Workplace: HybridFull timeUSD 91,950 - 196,680Function: Finance & AccountingEducation: bachelorsSkills: ["Client relationship management","Problem-solving","Dispute resolution","Autonomous decision-making","Interpersonal skills"]Manage a complex portfolio of trust and fiduciary accounts, building long-term client relationships through high-quality service and clear communication. Ensure accurate fiduciary administration across probate estates, conservatorships, personal trusts, custody, agency, and IRA accounts while maintaining compliance with applicable laws and UMB policies. Coordinate wealth strategy planning and, when needed, provide investment management services and portfolio guidance.

