U.S. Bancorp
Job Location : Waterloo,IA, USA
Posted on : 2025-08-10T17:10:14Z
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, ILI - Ts, 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. Basic Qualifications:Bachelor's degree, or equivalent work experience. Eight or more years of experience in Trust administration. Preferred Skills/ Experience:Professional Designation CTFA or JD highly preferred. Advanced knowledge of estate settlement, income, estate and multi-generational taxatio...Trust, Officer, Management, Senior, Wealth, Technology, Banking
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