WM Senior Trust Officer 2

Bachelor’s degree, or equivalent work experience
10 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

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

Considerable 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
Strong project and information management skills
Strong organizational, analytical and problem-solving skills
Basic leadership and team-building skills
Excellent interpersonal, verbal and communication skills
Well-developed customer service/relations skills