U.S. Bank · 2 days ago
Multiple Positions - Corporate Trust Financial Management Analyst - Wealth Operations
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$22.50/hr - $30/hr
2+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. They are seeking Corporate Trust Financial Management Analysts within their Wealth Operations business line to oversee trust account operations and ensure compliance with governing trust documents.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Oversee trust account operations, including monitoring and investing balances, valuating assets and collateral, and ensuring proper funding in compliance with governing trust documents
Utilize bond financing documents and internal control mechanisms to determine the amount and timing of cash and asset movements
Prepare trust accounting system entries, calculate and execute debt retirements, and manage other account-related transactions
Partner with specialized units to deliver quality metrics to account managers, ensuring adherence to cash and asset management procedures and compliance with legal document requirements
May include direct communication with clients to support trust account activities
Qualification
Required
Associate's degree or technical education, or equivalent work experience
Two to three years of related experience
Preferred
Working knowledge of investments, accounting transactions, and client service
Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account
Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable
Well-developed analytical and problem-solving skills
Proficient computer navigation skills using a variety of software packages including Microsoft Excel
Systems experience with Trust Accounting and Bond Accounting systems preferred
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
Company data provided by crunchbase