Job Description

Date Posted: 02/28/2025

Hiring Organization: Rose International

Position Number: 478920

Job Title: Trust Manager

Job Location: Minneapolis, MN, USA, 55402

Work Model: Hybrid

Shift: Hybrid, 3 days per week in office, 2 days work from home.

Employment Type: Temporary

Estimated Duration (In months): 3

Min Hourly Rate($): 50.00

Max Hourly Rate($): 60.00

Must Have Skills/Attributes: Fund Administration, Investments, Regulatory Compliance

Job Description

**Only candidates local to Minneapolis, MN area to be considered due to client requiring onsite presence!**

CLIENT JOB ID: 72463

Qualifications:

• 5+ years of experience supporting IRA products.

• Strong knowledge of laws and regulations surrounding IRA products

• Strong presentation and reporting skills

Responsibilities:

• This role provides support for IRA product (Traditional, Roth, Inherited) administration conducted by Trust Officers within the Personal Trust Division.

• Drafting IRA procedures, forms and governing agreements, job aids and controls

• Tracking changes in law / regulations

• Monitoring new IRAs and contributions to IRAs for business line compliance with established procedures

• Reviewing specialty assets that are not publicly traded (such as real estate and promissory notes) for account acceptance

• Preparing presentations and reporting to governance committees

• Responding to OCC/audit/compliance testing and lead risk remediation. Role includes testing and approving RightBRIDGE software releases

• Providing additional support to account opening units, investment/portfolio management professionals

• **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

• **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit here . Should you have any questions/concerns, please contact our HR Department via our secure website .

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here .

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department .

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).

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