Personal Trust Final Closing Specialist

U.S. Bank • Cincinnati, OH • 4h ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The Personal Trust Final Closing Specialist is responsible for the operational support and processing of Wealth Management client accounts and products of various @types and sizes established by clients for various purposes. Accountable for the final stages of closing an account, including monitoring for final income, tax implications, and client expenses prior to final distributions. Responsibilities have various levels of risk correlating to the @type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures.

Basic Qualifications

Associate's degree, or equivalent work experience

Two or more years of relevant experience

Preferred Skills/Experience

Basic understanding of regulatory and accounting principles which directly affect Wealth Management business lines and clients

Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
Ability to multitask and meet established deadlines in a dynamic work environment
Demonstrated analytical, problem-solving, decision-making, and organizational skills

Effective customer relations, interpersonal, and verbal and written communication skills

Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Location Expectations

This role requires working from the above U.S. Bank location three (3) or more days per week.

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

Pregnancy disability and parental leave

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks depending on salary grade and tenure)

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

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: $22.50 - $30.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

Cytotechnologist

Veterans Affairs, Veterans Health Administration • Cincinnati, OH • 1h ago

IT & Engineering

Summary The incumbent serves as a Cytotechnologist in the Pathology and Laboratory Service within the VA Medical Center in Cincinnati, Ohio. Cytotechnologists are certified laboratory professionals performing highly comp...

1h ago

Go to Apply

Registered Nurse - Critical Care

Veterans Affairs, Veterans Health Administration • Cincinnati, OH • 1h ago

Hospital & Medical

Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific eligibility requirements per VHA policy and submit your EDRP applica...

1h ago

Go to Apply

Nuclear Medicine Technologist

Veterans Affairs, Veterans Health Administration • Cincinnati, OH • 1h ago

Hospital & Medical

Summary The Nuclear Medicine Technologist performs a wide variety of functional studies of organs and/or systems involving static and dynamic imaging procedures, the injection of radionuclides and radiopharmaceuticals, a...

1h ago

Go to Apply

CBB Financial Crimes Controls Advisor

U.S. Bank • Cincinnati, OH • 2h ago

Legal & Paralegal

2h ago

Go to Apply

Event Coordinator after hours support

Robert Half • Newport, KY • 4h ago

Sales & Marketing

Description We are looking for a dependable Event Coordinator to provide after-hours administrative support for recurring monthly conferences in Newport, Kentucky. This Contract position focuses on delivering a smooth at...

4h ago

Go to Apply

Certified Medical Assistant, Full Time, First Shift, Internal Med-Cardiology West Chester

UC Health • Cincinnati, OH • 4h ago

Hospital & Medical

Certified Medical Assistant, Full Time, First Shift Function as an integral part of the Clinical office staff where the Medical Assistants perform administrative and clinical duties. Responsible for obtaining intake info...

4h ago

Go to Apply

Administrative Relationship Manager Assistant Director

EY • Cincinnati, OH • 4h ago

Retail & Hospitality

Location: Chicago, Akron, Alpharetta, Atlanta, Austin, Baltimore, Baton Rouge, Birmingham, Boca Raton, Buffalo, Charleston, Charlotte, Chattanooga, Cincinnati, Cleveland, Dallas, Denver, Des Moines, Detroit, Fort Worth,...

4h ago

Go to Apply

Senior Customer Experience Specialist

U.S. Bank • Cincinnati, OH • 4h ago

Management & Administrative

4h ago

Go to Apply

Relationship Banker 2 Route 4, OH Office

U.S. Bank • Fairfield, OH • 4h ago

Finance, Accounting & Banking

4h ago

Go to Apply

Warehouse Associate I

Regal Rexnord Corp • Florence, KY • 4h ago

Manufacturing & Warehouse

Experience Required None Minimum Education Required High School Diploma/G.E.D. Compensation $7.25 / hourly Hours Per Week 40 Number Of Positions 1 Work Schedule and Shift Requirements First (Day) Job Description Work M O...

4h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)