Trust Ops Professional II

In this role, you will provide operational support to Ameriprise National Trust Bank (ANTB) personal trust business. This includes opening and termination of trusts, disbursements and cash movement, advisor and client communication and project support. Responsible for establishing and maintaining positive advisor and client relationships, quality customer service and client retention.

Key Responsibilities

• Responsible for trust account operations functions, including opening of new accounts in the trust administration system, completing all necessary paperwork to open accounts that will be owned by the trusts, initiating and tracking trust funding and establishing interfaces with all feeder and satellite systems used in trust administration.
• Process closing and de-funding of trust accounts in the trust administration system, confirming all waivers and releases have been received, acting on delivery instructions and terminating interfaces with all feeder and satellite systems used in trust administration.
• Respond to client and advisor requests for information. Requests may be received from Senior Trust Administrators, Investment Officers or can come directly from advisors and clients. Requests received directly from advisors and clients must be properly reviewed and approved under current Trust Bank procedures prior to fulfilling the request.
• Support trust administration and Investment Officers in assuring the account data integrity. This quality control and reconciliation directly contributes to maintaining positive advisor/client relationships and delivering quality customer service.
• Support daily cash processing by entering distributions, researching errors and omissions and working with internal partners on account reconciliation.

Required Qualifications

• High school diploma or equivalent
• 1+ years of experience

Preferred Qualifications

• Associate or bachelor's degree
• Para-legal or comparable experience working with legal documents and communications
• CTFA, CFP or working toward these or equivalent designations
• Excellent written and verbal communication skills

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Base Pay Salary

Base Salary Range The estimated …