WM Trust Officer
Not Disclosed•Full-TimeOn-site
location_onBreese Stevens Field, North Paterson Street, Tenney-Lapham, Madison, Dane County, Wisconsin, 53703, United States
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.
About the Role
This position is designed for a seasoned professional to administer, manage risk, and service assigned fiduciary and investment management accounts. Working as part of a team of experts, you will handle tasks assigned based on complexity, potentially including relationship management and specialized product knowledge such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. Your focus will be on the servicing and retention of existing accounts, ensuring all administration aligns with governing documents, state statutes, and U.S. Bank policies while meeting corporate and regulatory compliance standards.
Benefits and Well-being
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. Our benefits are designed to help you and your family boost your health, protect your financial security, and give you peace of mind. This includes comprehensive healthcare, life and disability insurance, parental leave, retirement plans, paid vacation, and paid holidays.
Equal Opportunity and Inclusion
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, and other factors protected under applicable law. We also consider qualified applicants with arrest or conviction records for employment, conducting background checks consistent with applicable local laws.
Application Process
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Please note that this posting may be closed earlier due to a high volume of applicants.
Work location
Work model: On-site
Breese Stevens Field, North Paterson Street, Tenney-Lapham, Madison, Dane County, Wisconsin, 53703, United States
Madison, Wisconsin
Key Responsibilities
- check_circleAdminister fiduciary and investment management accounts
- check_circleManage risk and servicing of assigned accounts
- check_circleEnsure compliance with governing documents and state statutes
- check_circleResolve complex trust and tax problems with minimal guidance
- check_circleApply expertise in IRAs, estates, and charitable accounts
- check_circleCoordinate multiple tasks and deadlines simultaneously
- check_circleOversee account retention and relationship management
Requirements
- verifiedBachelor's degree or equivalent work experience
- verifiedEight or more years of experience in Trust administration
- verifiedProfessional Designation required (CTFA, CFP, JD, CPA, or Graduate of National Trust School Program)
Nice to Have
Advanced 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. Basic project and information management skills. Ability to identify and resolve complex problems with minimal guidance. Ability to manage multiple tasks/projects and deadlines simultaneously. Excellent interpersonal, verbal and communication skills. Well-developed customer service/relations skills.
Benefits & Perks
check_circleHealthcare including medical, dental, and vision insurancecheck_circleBasic term and optional term life insurancecheck_circleShort-term and long-term disability insurancecheck_circlePregnancy disability and parental leave401(k) and employer-funded retirement plan
Similar Job Opportunities
Skills, education and keywords
Skills: Trust Administration, Ctfa, CFP, JD, Cpa, National Trust School Program, Estate Settlement, Fiduciary Law, Trust Accounting, Reporting.
Education: Bachelor's degree or equivalent work experience.
Frequently asked questions about WM Trust Officer at U.S. Bank
What does a WM Trust Officer at U.S. Bank do?expand_more
In this WM Trust Officer at U.S. Bank role, you will administer fiduciary and investment management accounts; manage risk and servicing of assigned accounts; ensure compliance with governing documents and state statutes; and resolve complex trust and tax problems with minimal guidance.
What are the requirements for this WM Trust Officer role?expand_more
To qualify for the WM Trust Officer at U.S. Bank position, applicants should have: Bachelor's degree or equivalent work experience; Eight or more years of experience in Trust administration; and Professional Designation required (CTFA, CFP, JD, CPA, or Graduate of National Trust School Program).
Where is the WM Trust Officer role at U.S. Bank located?expand_more
WM Trust Officer at U.S. Bank is based in Breese Stevens Field, North Paterson Street, Tenney-Lapham, Madison, Dane County, Wisconsin, 53703, United States. This is a on-site role.
Is this WM Trust Officer job remote, hybrid, or on-site?expand_more
U.S. Bank has listed this WM Trust Officer role as on-site.
How much experience is required for this WM Trust Officer role?expand_more
WM Trust Officer at U.S. Bank typically requires 8+ years of relevant experience at the senior level.
What skills do you need for the WM Trust Officer role at U.S. Bank?expand_more
Key skills for WM Trust Officer at U.S. Bank include Trust Administration; Ctfa; CFP; JD; Cpa; National Trust School Program; Estate Settlement; and Fiduciary Law.
What education is required for WM Trust Officer at U.S. Bank?expand_more
Educational requirements for this role: Bachelor's degree or equivalent work experience.
What category does the WM Trust Officer role belong to?expand_more
WM Trust Officer at U.S. Bank is part of the accounting & finance job category on Recrutus.