U.S. Bank

Wealth Management Senior Trust Officer

$118KFull-time · Irvine, CA
✓ Verified live on the employer's own system · added 10 days ago
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Senior

Skills & tools

ManagementRegulatory ComplianceCPAAccounting

Benefits — mentioned in this posting

Equity / stock401(k) / retirement
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Full job description

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.

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

- 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

- Ability to identify and resolve complex problems with minimal guidance

- Ability to manage multiple tasks/projects and deadlines simultaneously

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S.

Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $117,630.00 - 143,770.00

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This posting was published by U.S. Bank on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.