Friday , June 20 2025

US Bank Job Application – Trust Officer

Website US Bank

Job 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.

Job Requirements:

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

Job Details:

Company: US Bank

Vacancy Type: Full Time

Job Location: Portland, OR, US

Application Deadline: N/A

Apply Here

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