U.S. Bancorp

5 days ago

Wealth Management Trust Associate

✓ 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

Provide administrative support for trust clients alongside Trust Administrators, helping manage trust accounts where the bank acts as trustee, agent, or custodian. Deliver high-quality service to clients and beneficiaries, support compliance with legal requirements, and help monitor risk within authority levels. Collect and interpret data to produce reports, compose account documentation, and proactively flag potential problems, compliance concerns, or fraud to improve satisfaction and retention.

Location: Minneapolis, Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide administrative support services for trust clients in conjunction with Trust Administrators.
•Participate in the efficient administration of trust accounts for assigned client base (trustee, agent, or custodian).
•Provide high level customer service to clients and beneficiaries related to these accounts.
•Collect and interpret data to produce reports and compose correspondence and other documentation as needed.
•Assist with administration to ensure compliance with legal requirements and monitor risk within designated authority levels, identifying potential problems, compliance issues, or fraud proactively.

Pay and Benefits

Salary: USD 26.35 - 32.21

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveAdoption AssistanceRetirement

Key Requirements

•High school diploma or equivalent.
•Five or more years of client servicing experience (or educational equivalent).
•Advanced knowledge of products, services, and solutions for the target market segment.
•Extensive knowledge of personal trust administration, fiduciary regulations, and trust services.
•Strong analytical skills with an emphasis in investment analysis and instruments.

Experience:5+ years

Education:High School

Skills:Client serviceCommunicationAnalytical skillsRisk awarenessCompliance focus

Tech Stack:Microsoft OfficeWordExcelPowerPoint

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

5 days ago

Wealth Management Trust Associate

✓ 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, Cincinnati

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide administrative support services for trust clients in conjunction with Trust Administrators.
•Participate in the efficient administration of trust accounts for assigned client base (trustee, agent, or custodian).
•Provide high level customer service to clients and beneficiaries related to these accounts.
•Collect and interpret data to produce reports and compose correspondence and other documentation as needed.
•Assist with administration to ensure compliance with legal requirements and monitor risk within designated authority levels, identifying potential problems, compliance issues, or fraud proactively.

Pay and Benefits

Salary: USD 26.35 - 32.21

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveAdoption AssistanceRetirement

Key Requirements

•High school diploma or equivalent.
•Five or more years of client servicing experience (or educational equivalent).
•Advanced knowledge of products, services, and solutions for the target market segment.
•Extensive knowledge of personal trust administration, fiduciary regulations, and trust services.
•Strong analytical skills with an emphasis in investment analysis and instruments.

Experience:5+ years

Education:High School

Skills:Client serviceCommunicationAnalytical skillsRisk awarenessCompliance focus

Tech Stack:Microsoft OfficeWordExcelPowerPoint

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