US Bank Internships – Trust Officer

Job Description:

Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.

Job Responsibilities:

• 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.

Job Requirements:

• Working knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements
• Bachelor’s degree, or equivalent work experience
• Ability to identify and resolve complex problems with minimal guidance
• Seven or more years of experience in Trust administration
• Thorough knowledge of estate settlement, income, estate and multi-generational taxation and trusts
• Effective interpersonal, verbal and communication skills
• Well-developed customer service/relations skills
• Ability to manage multiple tasks/projects and deadlines simultaneously
• An advanced degree may be considered towards years of experience
• Working towards a Professional Designation such as a CTFA or a CFP

Job Details:

Company: US Bank

Vacancy Type: Full Time

Job Location: Cincinnati, OH, US

Application Deadline: N/A

Apply Here

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