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U.S. Bank

Estate Settlement Officer

U.S. Bank

full time · Mid

$118,170 – $144,430

Listed on U.S. Bank’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This role administers estates, trusts, and post-death financial accounts on behalf of U.S. Bank's fiduciary clients, coordinating with families, attorneys, and internal specialists to settle assets according to legal requirements and the deceased's wishes. It suits experienced trust professionals who can manage complex fiduciary matters independently and maintain strong relationships with grieving families and external partners.

Our summary, not U.S. Bank’s wording. The full posting is on their site.

What they ask for

Required

  • Bachelor's degree or equivalent work experience
  • Eight or more years of personal trust and/or estate planning experience
  • Knowledge of estate settlement and fiduciary administration
  • Ability to review and interpret trust agreements, wills, and estate documents
  • Ability to coordinate with internal and external parties including attorneys and accountants

Nice to have

  • Advanced knowledge of estate settlement, gifting, income, estate and multi-generational taxation and trusts
  • Advanced knowledge of fiduciary services
  • Well-developed analytical and problem-solving skills
  • Ability to make critical decisions independently
  • Excellent writing, speaking, and presentation skills

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