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U.S. Bank · 7 hours ago

WM Trust Officer

Las Vegas, NV

Full-time

Onsite

Senior Level, Lead/Staff

$98K/yr - $116K/yr

8+ years exp

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The WM Trust Officer is responsible for the administration and servicing of fiduciary and investment management accounts, ensuring compliance with governing documents and corporate standards.

BankingFinancial ServicesInsuranceMortgageWealth Management

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

Qualification

Trust administrationFiduciary law knowledgeTaxation knowledgeProject managementCommunication skillsCustomer service skillsProblem-solving skills

Required

Bachelor's degree, or equivalent work experience

Eight or more years of experience in Trust administration

Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program

Preferred

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