U.S. Bank · 9 hours ago
Corporate Trust Financial Management Analyst - Wealth Operations
U.S. Bank is committed to helping customers and businesses make better financial decisions and supporting community growth. They are hiring a Corporate Trust Financial Management Analyst to support their Global Corporate Trust Centralize team, focusing on cash and asset management of trust accounts and ensuring compliance with governing trust documents.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Cash and Asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents
Uses bond financing documents, along with internal control mechanisms, to interpret the amount and timing of cash and asset movements
Prepares trust accounting system entries, calculating and executing debt retirements, and other account transaction duties
Interacts with specialized units to provide meaningful quality measurements to account managers to ensure that cash and asset management procedures are followed, and legal document requirements are met
May also involve some direct client interaction
Qualification
Required
Associate's degree or technical education, or equivalent work experience
Less than two years of related experience
Dependable and punctual, with a good work ethic
Comfortable with a dynamic schedule and shifting responsibilities
Positive attitude and a team first mindset
Willingness to learn and take on new tasks and challenges as needed
Preferred
Working knowledge of investments, accounting transactions, and client service
Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account
Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable
Well-developed analytical and problem-solving skills
Proficient computer navigation skills using a variety of software packages including Microsoft Excel
Systems experience with Trust Accounting and Bond Accounting systems preferred
Benefits
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
Company
U.S. Bank
At U.S.
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase