Articles
Bench & Bar of Minnesota is the official publication of the Minnesota State Bar Association.

Trust Administrators

U.S. Bank Private Wealth Management is seeking 3 Trust Administrators in the Minneapolis market – 2 Junior level and 1 Senior level. The Trust Administrator will be 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. Qualifications include 7+ years of experience in Trust Administration, Bachelor’s degree or equivalent work experience and preferably a professional designation such as: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program. Please email Brittney Carr directly with interest or referrals at Brittney.carr@usbank.com.

Comments are closed on this post.

Articles by Issue

Articles by Subject