Ascent Family Office Operations Associate

Ascent Family Office Operations Associate page is loaded## Ascent Family Office Operations Associate locations:
Minneapolis, MNtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
February 27, 2026 (9 days left to apply) job requisition :
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.##
** Job Description
** Ascent Private Capital Management is a leading player in the ultra-high-net-worth financial services industry, dedicated to helping our clients and families achieve their financial goals. The Family Office Operations Associate provides operational and administrative support for Ascent clients, ensuring accurate execution of banking responsibilities, billing processes, and compliance requirements. This role involves managing banking client onboarding, relationship transfers, and specialized tasks such as Reg 9 reviews, tiered fee schedules, and billing reconciliation.
*
* Key Responsibilities:

**** Client Relationship & Onboarding
*** Manage
** client onboarding for banking services**, ensuring proper documentation and compliance.
* Coordinate
** relationship transfers
** between internal teams.
** Operational & System Support
*** Support
** banking account opening**.
* Provide
** Treasury Management/Single Point and Quick Books
** ongoing maintenance support to clients.
* Execute
** coding cleanup
** for accurate book of business reporting.
* Manage
** Docusign workflows
** for client documents.
* Maintain
** Salesforce and RPMS relationship grouping
** for accurate client hierarchy and reporting.
* Proficient in diagnosing and resolving
** online and mobile banking issues**, with a focus on delivering clear guidance and excellent client support.
** Financial Management & Billing
*** Support
** Bill Pay services**, including tracking approvals, scheduling payments, and reconciliation.
* Administer
** tiered fee schedules**, ensuring correct application across accounts.
* Oversee
** FOS billing**, including invoice generation, payment tracking, and reconciliation.
* Perform
** WIP/INPOC GL reconciliation
** to ensure general ledger use is appropriate.
* Provide
** Quick Books support
** for client accounting needs.
* Support clients with
** monthly fixed asset
** reconciliations.
** Compliance & Regulatory
*** Conduct
** Reg 9 reviews
** for fiduciary accounts, ensuring compliance with regulatory standards.
* Maintain audit-ready documentation for all compliance activities.
** Skills &

Competencies:

*** 5-10 years of experience in family office operations, fiduciary services, or wealth management.
* Strong project management and crisis management skills, with the ability to lead initiatives and navigate high‑pressure situations effectively.
* Detail-oriented with strong organizational and analytical skills.
* Proficiency in Microsoft Office Suite and internal systems (Salesforce, RPMS, TM/Single Point).
* Demonstrated experience using Quick Books for accounting, reporting, and day-to-day financial operations.
* Self-motivated, results-oriented, and able to work independently.
* Strong analytical and problem-solving skills with a focus on data-driven decision-making.
* Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
* Excellent communication and interpersonal skills for client and internal team interactions.
* Accounting degree or 2+ years’ experience bookkeeping is desired

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .
** Benefits:
** Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to…