corporate trust officer

City National Bank

<div><div>TRUST ADMINISTRATION OFFICER II</div><div></div><div> 
WHAT IS THE OPPORTUNITY?</div><div>
This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.</div><div></div><div> 
WHAT WILL YOU DO?</div><div><ul><li>
For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.</li><li>
Prepare new account paperwork, as required.</li><li>
Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.</li><li>
Obtain missing documents from clients.</li><li>
For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.</li><li>
Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.</li><li>
Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.</li><li>
Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.</li><li>
Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)</li><li>
Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.</li><li>
Respond to advisors and intermediaries regarding the administration and maintenance of accounts.</li><li>
Fields phone calls from clients and intermediaries.</li><li>
Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.</li><li>
Gather information from clients for projects.</li><li>
Prepare draft correspondence letters and memos.</li><li>
Maintain new account logs.</li><li>
Follow appropriate Regulation 9 process.</li><li>
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.</li></ul></div><div></div><div> 
WHAT DO YOU NEED TO SUCCEED?</div><div>
Required Qualifications*<ul><li>
Bachelor's Degree or equivalent</li><li>
3+ years of experience in financial services required</li><li>
3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required</li></ul><div>
</div><div><div>
Additional Qualifications</div><ul><li>
3+ years of experience in trust administration preferred</li><li>
Strong written and verbal communications skills</li><li>
Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions</li><li>
Ability to set priorities, and objectives</li><li>
Trust Certificate and/or CTFA a plus</li></ul></div><div> 
WHAT'S IN IT FOR YOU?</div><div>
Compensation<div>
Starting base salary: $&lrm;58,766.40 - $&lrm;93,873.60 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><div> 
Benefits and Perks</div><div>
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>
Generous 401(k) company matching contribution</li><li>
Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>
Valued Time Away benefits including vacation, sick and volunteer time</li><li>
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>
Career Mobility support from a dedicated recruitment team</li><li>
Colleague Resource Groups to support networking and community engagement</li></ul><div>
</div><div>
Get a more detailed look at our Benefits and Perks.</div></div><div> 
ABOUT US</div><div>
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America&rsquo;s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.</div><div> 
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</div><div>
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 
 
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 
 
<ul><li>Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.</li></ul> 
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.</div><div></div><div><div> 
#LI-DN1</div><div>
#CA-DN1</div></div></div></div>

Trust Administration Officer II

CRE Income Fund

We are seeking a highly organized, detail-oriented, and trustworthy professional to serve in a dual-capacity role as Accountant / Trustee for a Real Estate Investment Trust (REIT). This individual will be responsible for maintaining accurate financial records, supporting regulatory and tax compliance, monitoring trust and entity-level obligations, and helping ensure that the REIT operates in accordance with governing documents, fiduciary standards, and applicable laws.The ideal candidate will have a strong accounting background, experience with real estate entities or investment vehicles, and a clear understanding of fiduciary duties, governance, and trust administration. This role requires discretion, accuracy, sound judgment, and the ability to work closely with ownership, legal counsel, tax advisors, and third-party administrators.Key ResponsibilitiesAccounting Responsibilities<ul><li>Maintain the general ledger and oversee day-to-day accounting operations for the REIT and related entities</li><li>Prepare monthly, quarterly, and annual financial statements</li><li>Reconcile bank accounts, balance sheets, intercompany accounts, and investment activity</li><li>Track rental income, distributions, property-level expenses, reserves, debt service, and capital expenditures</li><li>Coordinate accounts payable, accounts receivable, and cash management functions</li><li>Assist with budgeting, forecasting, and variance analysis across the REIT portfolio</li><li>Support annual audits, reviews, and financial reporting requirements</li><li>Coordinate with external CPAs on tax filings, including REIT-specific compliance matters</li><li>Monitor distribution calculations and assist in verifying compliance with REIT income and distribution requirements</li><li>Maintain accurate records for investors, ownership interests, trusts, and related entities</li><li>Assist with entity structuring records, capital contributions, and distribution schedules</li></ul>Trustee / Fiduciary Responsibilities<ul><li>Serve as trustee or trust administrator, where applicable, in accordance with trust agreements and governing documents</li><li>Carry out fiduciary duties with loyalty, care, impartiality, and good faith</li><li>Maintain complete and accurate trust records, resolutions, and documentation</li><li>Ensure the trust and REIT entities are administered in compliance with governing instruments and applicable state and federal law</li><li>Review trust agreements, operating documents, and organizational records to ensure adherence to trustee obligations</li><li>Coordinate trustee actions with legal counsel, tax professionals, and executive leadership</li><li>Assist with maintaining corporate formalities, meeting records, and compliance calendars</li><li>Oversee document retention, trust account administration, and recordkeeping for trust-held assets or interests</li><li>Help facilitate distributions, approvals, signatures, and trustee consents where required</li><li>Monitor deadlines, reporting obligations, and compliance requirements tied to fiduciary administration</li></ul>Compliance and Governance<ul><li>Assist with compliance related to REIT qualification, entity governance, and regulatory filings</li><li>Support preparation of internal reports for executives, trustees, and stakeholders</li><li>Maintain confidentiality of financial records, ownership information, trust matters, and investor data</li><li>Coordinate with attorneys and compliance professionals on legal, tax, and governance matters</li><li>Help establish and maintain internal controls, approval workflows, and documentation standards</li><li>Ensure proper handling of sensitive trust, entity, and investor information</li></ul>Qualifications<ul><li>Bachelor&rsquo;s degree in Accounting, Finance, Business Administration, or related field</li><li>CPA, CMA, or trust-related certification preferred but not required</li><li>5+ years of accounting, trust administration, or real estate finance experience preferred</li><li>Experience with real estate entities, investment vehicles, partnerships, LLCs, or REIT structures strongly preferred</li><li>Understanding of fiduciary responsibilities, trust administration, and corporate governance principles</li><li>Familiarity with financial reporting, audits, tax coordination, and entity-level compliance</li><li>Strong knowledge of Microsoft Excel and accounting systems</li><li>Ability to handle confidential information with discretion and professionalism</li><li>Excellent organizational skills with strong attention to detail</li><li>Strong written and verbal communication skills</li><li>Ability to manage multiple deadlines and work independently</li></ul>Preferred Experience<ul><li>Experience working with commercial real estate portfolios or private investment vehicles</li><li>Familiarity with REIT compliance concepts, including income tests, asset tests, and distribution requirements</li><li>Prior experience supporting trustees, managing trust records, or administering family office / investment trust structures</li><li>Experience coordinating with outside legal counsel, tax advisors, and auditors</li><li>Knowledge of entity structures involving LLCs, trusts, and holding companies</li></ul>Core Competencies<ul><li>Financial accuracy and reporting discipline</li><li>Fiduciary judgment and integrity</li><li>Trust administration and recordkeeping</li><li>Regulatory awareness and compliance mindset</li><li>Discretion and confidentiality</li><li>Process organization and deadline management</li><li>Analytical thinking and problem solving</li></ul>Compensation<ul><li>Competitive base salary, commensurate with experience</li><li>Bonus opportunity based on performance and portfolio milestones</li><li>Potential long-term incentive participation depending on role scope</li><li>Benefits package to be discussed based on employment structure</li></ul>Work Environment<ul><li>Full-time</li><li>In-office, hybrid, or remote depending on company needs</li><li>May require coordination with attorneys, CPAs, property managers, lenders, and executive leadership</li></ul>Ideal Candidate ProfileThe ideal candidate is more than just an accountant. This person is a steady, reliable operator who can protect the integrity of the REIT&rsquo;s books, records, and fiduciary processes. They understand that this role sits at the intersection of accounting, governance, compliance, and trust administration, and they are comfortable acting with a high degree of responsibility and professionalism.Pay: $49,411.63 - $59,506.48 per yearBenefits:<ul><li>Health insurance</li></ul>Work Location: Hybrid remote in Irving, TX 75039

Accountant / Trustee – REIT

Kestra Financial

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
 
Lead with Purpose. Partner with Impact.
 As a Closing Unit Trust Administrator with our company, you will support the Closing Unit Trust Officer and report to the Chief Compliance Officer (CCO). You will assist with the closing process and coordination of terminating accounts with other trust officers as necessary. You will assist our team with inquiries from internal and external partners, management of the terminations pipeline, client meetings and different administrative tasks. We offer unique levels of service to solidify the unique experience offered by Arden Trust and need to ensure proficiency with account terminations.
 
What You'll do
 <ul>
<li>Being a part of the trust company, in this role, will require that the candidate can work independently with minimal administrative supervision on highly complex projects with extensive latitude for independent judgment while also possessing the ability to provide communication on issues or complex information to a wide audience based on knowledge.</li>
<li>The candidate will be expected to be a primary mentor for others on staff and as a role model for the rest of team providing direction and training when requested as they will be assigned to the most highly visible, sensitive and critical issues.</li>
<li>While this role supports the assigned Closing Unit Trust Officer in the administration of closing trust accounts, they will also interact in an ongoing relationship with associated financial partners and trust clients to assist with account administration functions to ensure client satisfaction.</li>
<li>Closing trust accounts requires that daily tasks are expected to be completed in regard to processing the closing request with posting receipts, entering pending trade orders, raising cash for distributions, entering check/wire requests, and submitting ACH transfer instructions to ensure a smooth transition out to beneficiaries or successor trustees.</li>
<li>The candidate will handle account inquiries, research account discrepancies, and ensure that documentation is maintained for current and historical monitoring of accounts.</li>
<li>The candidate will also assist with any special projects and other related duties assigned as needed.</li>
</ul>
What you'll Bring
 <ul>
<li>Trust experience specifically with a prior Trust Company in a trust administrative or trust operational role</li>
<li>Strong organizational and communication skills</li>
<li>Ability to multi-task</li>
<li>Working knowledge of Microsoft Office</li>
<li>Trust system experience</li>
<li>Ability to maintain confidentiality and exercise extreme discretion.</li>
<li>Proficiency in MS Outlook, MS Excel, MS Word and MS PowerPoint.</li>
<li>Ability to follow written and oral instructions.</li>
<li>Exhibit professional phone demeanor.</li>
<li>Good organizational skills, efficiency skills, and communication skills, both verbal and written.</li>
<li>Be able to work effectively, independently and collaboratively with a broad range of executives and members of the firm.</li>
<li>Attention to detail.</li>
<li>Commitment to professionalism, accountability, customer focus, and teamwork</li>
</ul>
Internal Application Policy: 
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
 
Benefits to support you: 
<ul>
<li>Competitive pay and benefits with a large employer (over 1600 employees nationwide)</li>
<li>401(k), health insurance, and a competitive benefits package</li>
<li>Work in a supportive, collaborative environment committed to professional excellence</li>
<li>Help clients navigate meaningful financial decisions with confidence</li>
<li>Opportunities for training, development, and long-term growth within the firm</li>
<li>Tuition reimbursement for qualified expenses</li>
</ul>
Kestra Values: 
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
 Explore Life at Kestra
 Kestra Holdings Website: https://www.kestrafinancial.com/
 Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
 LinkedIn: https://www.linkedin.com/company/kestra-financial
 Apply Today
 Lead with purpose. Apply now and help shape the future of Kestra.
 Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
 <ul>
<li>You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.</li>
<li>It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.</li>
</ul>

Trust Administration - Trust Officer II

Peoples Security Bank & Trust Company

<div>Description:

General Responsibilities
The Investment Officer is responsible for delivering high quality investment guidance, portfolio management, and relationship support for trust, estate, and wealth solutions clients. This role combines analytical investment expertise with strong interpersonal skills to help clients achieve long term financial goals while meeting fiduciary standards. Candidates should bring at least three years of experience in investments, wealth management, or a related advisory function.
Essential Duties<ul><li>
Develop, implement, and monitor customized investment strategies for trust, agency, and high net worth client portfolios.</li><li>
Conduct ongoing portfolio reviews, asset allocation analysis, and performance reporting aligned with client objectives and risk tolerance.</li><li>
Participate in client meetings to explain investment philosophy, market outlook, and portfolio positioning in clear, accessible terms.</li><li>
Collaborate with trust officers, commercial and retail relationship managers, and estate planning professionals to support holistic client service.</li><li>
Perform security research and due diligence across equities, fixed income, mutual funds, ETFs, and alternative investments as appropriate.</li><li>
Prepare investment proposals, recommendations, and documentation consistent with internal policies and fiduciary standards.</li><li>
Monitor economic trends, market developments, and regulatory changes that may impact client portfolios.</li><li>
Support new business development by participating in prospect meetings and preparing investment analyses for proposals.</li><li>
Maintain accurate records, adhere to compliance requirements, and uphold all fiduciary obligations.</li></ul>
Ancillary Duties<ul><li>
Actively represents the Bank in public relations and other related community activities.</li><li>
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.</li></ul>
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
Requirements:

Education/Training: Bachelor&rsquo;s degree in finance, economics, business, or a related field; progress toward or completion of professional designations such as CFA, CFP, or CTFA preferred.
Skill(s): Strong understanding of asset allocation, investment products, capital markets, and portfolio construction; ability to translate complex investment concepts into clear, client-friendly explanations; proficiency with portfolio management systems, financial analysis tools, and Microsoft Office applications; knowledge of trust accounts, fiduciary standards, or regulated investment environments preferred.
Experience: Minimum of three (3) years of experience in investments, portfolio management, financial planning, or wealth management; experience working with trust accounts or in a fiduciary or regulated investment environment.</div>

Investment Officer – Trust & Wealth Solutions

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
 
Lead with Purpose. Partner with Impact.
 This is an advanced level role with excellent knowledge of the field and strong leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.
 
What You'll do
 <ul>
<li>Establishes operational objectives and work plans, and delegate’s assignments to subordinates.</li>
<li>Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.</li>
<li>Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.</li>
<li>Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.</li>
<li>Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.</li>
<li>Establishes and assures adherence to budgets, schedules, work plans and performance requirements.</li>
<li>Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.</li>
<li>Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.</li>
<li>Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.</li>
<li>Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures.</li>
<li>Communicates and works effectively with all professional partners and co-workers.</li>
<li>Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.</li>
<li>Other related duties assigned as needed.</li>
</ul>
What you'll Bring
 <ul>
<li>Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.</li>
<li>7 - 10 year’s Trust Officer experience</li>
<li>A good-working knowledge of all types of Fiduciary relationships.</li>
<li>Strong interpersonal and effective communication skills.</li>
<li>Strong organizational skills and aptitude for detail.</li>
<li>Teamwork and leadership orientation.</li>
<li>Ability to easily adapt to changing work environment.</li>
<li>CTFA (Certified Trust Financial Advisor) designation a plus.</li>
</ul>
Internal Application Policy: 
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
 
Benefits to support you: 
<ul>
<li>Competitive pay and benefits with a large employer (over 1600 employees nationwide)</li>
<li>401(k), health insurance, and a competitive benefits package</li>
<li>Work in a supportive, collaborative environment committed to professional excellence</li>
<li>Help clients navigate meaningful financial decisions with confidence</li>
<li>Opportunities for training, development, and long-term growth within the firm</li>
<li>Tuition reimbursement for qualified expenses</li>
</ul>
Kestra Values: 
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
 Explore Life at Kestra
 Kestra Holdings Website: https://www.kestrafinancial.com/
 Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
 LinkedIn: https://www.linkedin.com/company/kestra-financial
 Apply Today
 Lead with purpose. Apply now and help shape the future of Kestra.
 Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
 <ul>
<li>You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.</li>
<li>It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.</li>
</ul>

VP, Senior Trust Officer

U.S. Bank

<div>At U.S. Bank, we&rsquo;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&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2><h1 class="jobSectionHeader">
Take your skills to the next level</h1><div>
Global Corporate Trust is the part of U.S. Bank that safeguards some of our most complex debt and investment transactions. Our work ensures payments, assets, and reporting are executed accurately, compliantly, and always in the best interest of investors and issuers. If you&rsquo;re looking to deepen your financial expertise while making a visible impact, this team offers strong exposure and meaningful career growth.
We&rsquo;re looking for our next Corporate Trust Financial Management Analyst to join a collaborative, detail‑driven team that plays a critical role in the trust lifecycle.</div><div>
What You&rsquo;ll Do
In this role, you&rsquo;ll build on your existing knowledge while expanding your technical and analytical skillset:<ul><li>
Manage cash and assets for trust accounts, including monitoring and investing balances, valuing assets and collateral, and ensuring accounts are properly funded in accordance with governing trust documents.</li><li>
Interpret bond financing documents and apply internal controls to determine the timing and movement of cash and assets.</li><li>
Prepare and post trust accounting system entries, including debt retirements and other transaction activity.</li><li>
Partner closely with specialized internal teams to deliver quality insights to account managers, ensuring procedures are followed and legal requirements are met.</li><li>
Participate in client interactions as needed, gaining exposure to external relationships and business impact.</li></ul></div><div>
Why This Role
This is a great opportunity for candidates looking to:<ul><li>
Expand technical trust and financial management expertise</li><li>
Gain broader exposure across Corporate Trust operations</li><li>
Work closely with experienced partners and account managers</li><li>
Build a strong foundation for future advancement within U.S. Bank</li></ul></div><div>
Location: West Side Flats &ndash; Saint Paul (3+ days onsite)
Schedule: Monday&ndash;Friday | 8:00 AM &ndash; 5:00 PM CST</div>
Basic Qualifications<ul><li>
Associate's degree or technical education, or equivalent work experience</li><li>
Two to three years of related experience</li></ul> 
Preferred Skills/Experience<ul><li>
Working knowledge of investments, accounting transactions, and client service</li><li>
Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account</li><li>
Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable</li><li>
Well-developed analytical and problem-solving skills</li><li>
Proficient computer navigation skills using a variety of software packages including Microsoft Excel</li><li>
Systems experience with Trust Accounting and Bond Accounting systems preferred</li></ul>
Location Expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there&rsquo;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.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; 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:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
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.
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: $64,855.00 - $76,300.00
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.</div>

Corporate Trust Financial Management Analyst - Operations

<div>At U.S. Bank, we&rsquo;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&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2>
In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinates the development and implementation of operational changes within the unit. May be responsible for meeting certain revenue, new business and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives. 
 
PERTAINING TO THOSE WHO ARE HIRED TO PERFORM CAYMAN ISLANDS MONETARY AUTHORITY (CIMA) REGULATED ACTIVITIES. The candidate may be required to disclose/provide the following during the recruitment process (where not precluded by U.S. Bank recruitment or hiring policies): Membership to professional bodies (if applicable and required for the role), References, and Any criminal history, regulatory censure, sanctions, legal proceedings and any other formal censure, discipline or public criticism at the stage of recruitment.<div>
Location expectations 
This role requires working from a U.S. Bank location three (3) or more days per week.</div><div>
Basic Qualifications 
<ul><li>Bachelor&rsquo;s degree, or equivalent work experience</li><li>Typically five to seven years of relevant experience</li></ul></div><div>
Preferred Skills/Experience 
<ul><li>Thorough knowledge of corporate trust and investment instruments</li><li>Thorough knowledge of account management, trust operations, project management, and legal regulations</li><li>Basic knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations</li><li>Ability to develop new business</li><li>Ability to resolve complex problems with minimal guidance</li><li>Ability to communicate quickly with clients to resolve client issues and disputes</li><li>Effective interpersonal, verbal and written communication skills</li></ul></div>
If there&rsquo;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.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; 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:<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
Review our full benefits available by employment status here.
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.
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: $111,095.00 - $130,700.00
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.</div>

Client Manager

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