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 vacanciesforyou.net
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