U.S. Bank · 2 weeks ago
Trust Associate
Gresham, OR
Full-time
Onsite
Mid, Senior Level
$27.50/hr - $36.68/hr
5+ years expU.S. Bank is committed to helping customers and businesses make better financial decisions. The Trust Associate role involves providing administrative support for trust accounts, ensuring compliance with legal requirements, and delivering high-level customer service to clients and beneficiaries.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Provides a broad variety of administrative support services for our clients in conjunction with the Trust Administrators
Participates in the efficient administration of trust accounts for assigned client base where the bank is acting as trustee, agent or custodian
Provides high level customer service to clients and beneficiaries relating to these accounts
May collect and interpret data to produce reports; conduct or participate in special projects; and compose correspondence and other documentation as needed
Assists in the administration of accounts in a manner that ensures compliance with legal requirements and monitors risk within designated authority levels
Works proactively to identify potential problems, compliance issues, or fraud to maximize client satisfaction and encourage retention and expansion of client relationship
Qualification
Required
High school diploma or equivalent
Five or more years of client servicing experience or educational equivalent
Preferred
Advanced knowledge of products, services and solutions applicable to target market segment
Extensive knowledge of and experience in personal trust administration, fiduciary regulations, and trust services
In-depth level of knowledge of fiduciary services and compliance/regulatory reporting
Thorough knowledge of operations area and responsibilities
Strong analytical skills with emphasis in investment analysis and instruments
Strong verbal and written communication skills
Excellent client servicing skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel and PowerPoint
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Daniel Crozier
Senior Vice President Operations
Recent News
2025-12-24
2025-12-17
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