Senior Trust Officer

Responsibilities

• Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts
• May include Relationship Management responsibilities as well as product specialty knowledge and expertise such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.
• Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity
• Accountable for servicing and retention of existing accounts
• Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures
• Responsible for meeting all corporate and regulatory compliance standards

• Bachelor's degree, or equivalent work experience
• 10 or more years of experience in Trust administration
• Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program
• Considerable knowledge of estate settlement, income, estate and multi-generational taxation and trusts
• Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
• Strong project and information management skills
• Strong organizational, analytical and problem-solving skills
• Basic leadership and team-building skills
• Excellent interpersonal, verbal and communication skills
• Well-developed customer service/relations skills