Associate Trust Investment Officer

In this role, you will be responsible for trust investment duties for specific trust relationships. You will develop investment strategies for trusts and monitor execution of activities to ensure they are fulfilled, working directly or indirectly with advisors and clients when needed. This includes supporting other Investment Officers in the investment management process for Trusts by making recommendations for process enhancements. You will also establish and maintain positive advisor and client relationships, quality customer service, positive audit results, and client retention.

Key Responsibilities

• Handle basic trust investment duties for specific trust relationships. Examples include but are not limited to, development of investment allocation strategies for bundled trust accounts and performing transactions when needed. Member of the Investment Sub-Committee. 
• Perform annual investment reviews for assigned trust relationships annually. Member of the Account Review Sub-Committee.
• Respond to client and advisor requests for information. Requests may be received from 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 Bank procedures prior to fulfilling the request.
• Provide back-up support when necessary for trusts assigned to other Investment Officers. This includes assuring account data integrity. This quality control and reconciliation directly contributes to maintaining positive advisor/client relationships and delivering quality customer service.
• Support the New Business process by performing asset review work for potential new account acceptance or future nomination of the Bank in governing documents.

Required Qualifications

• 3+ years of investment management, brokerage or relevant experience
• Associate’s degree or equivalent 

Preferred Qualifications

• Bachelor’s Degree
• Industry certification or interest in pursuing:  CFA, CIMA or other 
• Excellent written and oral communication skills
• Strong organizational skills and attention to detail
• Ability to prioritize and follow through
• Good analytical and problem-solving skills
• Work well independently and as part of a team
• Strong experience using Microsoft Excel

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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

BANK Bank