Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN

U.S. Bancorp
Minneapolis, Cincinnati, San Diego, Denver, Seattle
Workplace: OnsiteFull timeUSD 92,820 - 109,200 annuallyFunction: Facilities, Workplace & Physical OperationsExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Project management","Crisis management","Risk monitoring","Compliance focus"]

Support trust and investment account openings by reviewing governing documents and establishing account, payment, and monitoring setups across bank systems. Partner with client teams and internal stakeholders to manage post-opening account maintenance, system updates, and smooth transitions into ongoing servicing. Ensure compliance with trust/fiduciary requirements and regulations while handling portfolio exceptions, risk indicators, and accurate fee and statement coding.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Ascent Trust and Investment Onboarding Coordinator - Minneapolis, MN

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 days agoStatus: Live

Job Summary

Support trust and investment account openings by reviewing governing documents and establishing account, payment, and monitoring setups across bank systems. Partner with client teams and internal stakeholders to manage post-opening account maintenance, system updates, and smooth transitions into ongoing servicing. Ensure compliance with trust/fiduciary requirements and regulations while handling portfolio exceptions, risk indicators, and accurate fee and statement coding.
Location: Minneapolis, Cincinnati, San Diego, Denver, Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Facilities, Workplace & Physical Operations
Seniority: Mid level

Key Responsibilities

  • •Manage end-to-end opening of banking, new trust, and investment accounts, including documentation review and verification.
  • •Ensure compliance with governing documents, state statutes, and company policies during account setup and maintenance.
  • •Process and maintain trust and investment fee setups, updates, and ongoing fee maintenance aligned to account documentation and approvals.
  • •Complete account recodings and related system updates to support accurate classification, servicing, and reporting workflows.
  • •Address portfolio exceptions and clear Reg 9s, monitor risk indicators, and escalate issues as needed.

Pay and Benefits

Salary: USD 92,820 - 109,200 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •Bachelor’s degree in Finance, Business Administration, or related field (or equivalent experience).
  • •2+ years’ experience in wealth management, trust, investment, and account opening processes.
  • •2+ years’ experience in trust administration, investment services, or account management.
  • •Experience reviewing trust agreements and related fiduciary documents.
  • •Ability to ensure compliance with governing documents, state statutes, and company policies.
Experience:2+ yearsWealth managementTrust administrationInvestment services
Education:Bachelor's in Finance, Business Administration, or related field
Skills:CommunicationProject managementCrisis managementRisk monitoringCompliance focus
Tech Stack:Trust/investment systemsDigital onboarding platforms

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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