Associate Trust Investment Officer

Ameriprise Financial, Inc.
Minneapolis, USA
May 10, 2022
Jun 05, 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Responsible for trust investment duties for specific trust relationships. 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. Support other Investment Officers in the investment management process for Trusts, including making recommendations for process enhancements. Responsible for establishing and maintaining positive advisor and client relationships, quality customer service, positive audit results, and client retention.


• 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

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

Preferred Qualifications

• Bachelor's Degree
• Industry certification or interest in pursuing: CFA, CIMA or other

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

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.

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