Job Description

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 Requirements 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 #J-18808-Ljbffr

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