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PWM Trust Associate
| Company | U.S. Bank |
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| Location | Seattle, WA, USA |
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| Salary | $31.3 – $41.73 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- High school diploma or equivalent
- Five or more years of client servicing experience or educational equivalent
Responsibilities
- Provides a broad variety of administrative support services for 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
Preferred Qualifications
- 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
