U.S. Bancorp

2 days ago

Personal Trust New Account Onboarding Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Support the onboarding, administration, and servicing of Personal Trust and Agency accounts within Wealth Management. Coordinate with Private Wealth Advisors and internal partners to open and maintain fiduciary and investment management accounts with accuracy, compliance, and strong onboarding quality. Review account requests and documentation, prepare onboarding agreements, monitor workflows and approvals, perform quality reviews, and complete account maintenance and recode requests.

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Support onboarding and administration of new fiduciary and investment management accounts (e.g., IRAs, Charitable, Entity, Agency, Trust and Estate).
•Review account requests and documentation for completeness, accuracy, and compliance.
•Prepare account opening agreements and onboarding documentation.
•Monitor account requests through workflows, systems, and approval stages, coordinating with internal partners.
•Perform quality reviews, complete account maintenance and recode requests, and support risk/compliance activities.

Pay and Benefits

Salary: USD 75,820 - 89,200 annually

Perks:Health InsuranceLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•3+ years of related experience
•Bachelor's degree
•Personal trust, wealth management, trust, fiduciary, or related financial services experience
•Experience supporting account onboarding, account administration, or financial operations
•Proficient in Microsoft Office applications, preferably Excel

Experience:3+ yearsPersonal trustWealth managementFiduciaryFinancial services

Education:Bachelor's

Skills:Attention to detailMultitaskingAccuracyAnalytical thinkingProblem-solving

Tech Stack:Microsoft OfficeExcel

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

2 days ago

Personal Trust New Account Onboarding Specialist

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Support onboarding and administration of new fiduciary and investment management accounts (e.g., IRAs, Charitable, Entity, Agency, Trust and Estate).
•Review account requests and documentation for completeness, accuracy, and compliance.
•Prepare account opening agreements and onboarding documentation.
•Monitor account requests through workflows, systems, and approval stages, coordinating with internal partners.
•Perform quality reviews, complete account maintenance and recode requests, and support risk/compliance activities.

Pay and Benefits

Salary: USD 75,820 - 89,200 annually

Perks:Health InsuranceLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•3+ years of related experience
•Bachelor's degree
•Personal trust, wealth management, trust, fiduciary, or related financial services experience
•Experience supporting account onboarding, account administration, or financial operations
•Proficient in Microsoft Office applications, preferably Excel

Experience:3+ yearsPersonal trustWealth managementFiduciaryFinancial services

Education:Bachelor's

Skills:Attention to detailMultitaskingAccuracyAnalytical thinkingProblem-solving

Tech Stack:Microsoft OfficeExcel

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