At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where tasks are assigned based on complexity. Accountable for servicing and retention of existing accounts. Administers accounts in a manner which ensures compliance with the governing documents, state statutes and U.S. Bank policies and procedures. Responsible for meeting all corporate and regulatory compliance standards. Basic Qualifications: - Bachelor's degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and/or Graduate of National Trust School Program Preferred Skills/Experience: - Advanced knowledge of estate settlement, income, estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices in multiple jurisdictions, trust accounting/reporting, and other regulatory compliance requirements - Basic project and information management skills - Ability to identify and resolve complex problems with minimal guidance - Ability to manage multiple tasks/projects and deadlines simultaneously - Excellent interpersonal, verbal and communication skills - Well-developed customer service/relations skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: - Healthcare (medical, dental, vision) - Basic term and optional term life insurance - Short-term and long-term disability - Pregnancy disability and parental leave - 401(k) and employer-funded retirement plan - Paid vacation (from two to five weeks depending on salary grade and tenure) - Up to 11 paid holiday opportunities - Adoption assistance - Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here. U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

About Octave Octave is a modern mental health practice that offers both in-person and virtual therapy. We focus on making high-quality care more accessible and affordable by partnering with insurance providers. Our goal is to support clients and clinicians with a system built on equity, effectiveness, and sustainability. The Role Octave is seeking to partner with existing group practices in New Jersey that want to provide excellent mental health care virtually. As an Octave partner, your team will join a supportive community of clinicians focused on client-centered, evidence-based therapy. At Octave, we take care of all backend operations so your clinicians can focus on providing quality care. Our team manages credentialing, billing, marketing, technology support, and client referrals. This allows your clinicians to focus primarily on seeing the clients we connect them with and completing session documentation, removing the administrative burden from your group practice. Your providers will support adult clients managing stress, anxiety, depression, and related concerns. We emphasize evidence based practices such as CBT and DBT with a strong commitment to culturally responsive care. What You’ll Do - Provide therapy to adults dealing with stress, anxiety, depression, and other concerns. - Use short-term, evidence-based approaches like CBT or DBT. - Offer culturally responsive care. - See clients virtually and/or in person (you must have your own office space to hold in-person sessions). Qualifications for Group Practices - Must have at least 3 or more fully licensed clinicians who would be joining Octave. - All clinicians must be fully licensed (no associate or intern level providers). - Licensed in New Jersey (LMFT, LPC, LCSW, or PsyD). - Must be licensed and in good standing with your governing licensing board. - At least 1 year of post-license experience (2+ preferred). - Training in therapies such as CBT, DBT, trauma-focused treatments, or similar. - Certain payor relationships may exclude you from employment. - Master’s Degree or higher from an accredited school of Social Work, Psychology, Counseling or Marriage, or Family and Child Counseling. Octave's Company Values: The below values drive our day-to-day operations. - We’re human beings first. We operate with empathy and kindness – with our clients, with our collaborators, and with ourselves. - People deserve better than status quo. We’re willing to tackle the intractable problems, no matter how big, because someone should. We ask big questions, we craft big solutions, and we challenge ourselves and others to make it happen. - No bystanders. No stars. No tourists. Each person has been selected to be here, and with that comes a responsibility to bring your expertise, share your ideas, and help make this company better. - Partnership paves the path ahead. We don’t operate in a silo, internally or externally. To transform the system, we believe in working with others to create something bigger, better, and stronger. - Quality is crucial at scale. Quality is core to our business, and we refuse to sacrifice it as we grow. - Progress is a process. In the pursuit of progress, we iterate, reflect, learn, adjust – and always leave things better than we found them. - There are people behind every data point. We recognize that numbers tell only one part of the story, and we also do the work to understand impacts at the individual level. Physical Requirements: - Prolonged periods sitting at a desk and working on a computer. - Must be able to frequently communicate with others through virtual meeting applications such as Zoom and Google Meet. - Must be able to observe and communicate information on a laptop. - Move up to 10 pounds on occasion. - Must be eligible to work in the United States without sponsorship now or in the future. - Octave’s policy requires that all clinical sessions be conducted while you are physically located in the United States. System Requirements Octave IT supports these minimum system requirements for the most optimized experience using Octave telehealth tools: - Computers that are Mac OS (Ventura or later) and Windows OS (10/11) - Computers kept up with the most recent security updates - An unmanaged device (a device not provided to you by another company/organization) Additionally, Octave IT does not support using iOS, Android, or ChromeOS as your primary device. Compensation Starting pay for qualified applicants will depend on a combination of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is set forth below and this range may be modified in the future. The hourly compensation range for this role is listed below dependent on licensure: In-Person Rates: $73-$133/hour for master's level license. $73-$143/hour for doctoral level license. Virtual Rates: $70-$130/hour for master's level license. $70-$140/hour for doctoral level license. How We Use Technology in Hiring: As part of our hiring process, we may use technology tools, including AI-supported systems, to assist with reviewing applications or documenting interviews. These tools are designed to support our team, not replace human judgment, and final hiring decisions are always made by our team. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Application Instructions: Please complete the following application. Please note that the U.S. Equal Opportunity Employment Information questions below are used for the purposes of EEOC reporting and are optional to complete. Octave is unable to change these questions and we acknowledge that many of the U.S. Equal Opportunity Employment Information questions are not inclusive or affirming of all aspects of cultural identity. Octave is committed to an inclusive workplace environment, and this information will not inform how we approach hiring or employment.

About the role Flexible Relocation Coaches work with PerchPeek to support current markets with surges in business volume, provide flexibility for Relocation Coach capacity, and improve coverage to support relocators across multiple markets and timezones. Flexible Coaches work within a network of third-party consultants and with PerchPeek’s Network Manager to deliver quality customer experience in line with customer requirements and PerchPeek’s SLAs for quality and productivity. You might be an awesome Relocation Coach if you’ve previously worked as a Customer Success Manager, Concierge, Personal Assistant, Support or Operations Specialist, or if you’ve worked in industries like travel, hospitality, SaaS startups, or HR. Previous experience in the Global Mobility / Relocation industry and knowledge of relocation management and/or destination services is helpful, but not essential, to being a successful Flex Relocation Coach. You’ll receive comprehensive materials to guide you and paid training on all of our internal systems. Scope of Work Flexible Relocation Coaches will be contracted to deliver end-to-end Relocation Coach services to a diverse portfolio of relocators by: - Building trusted relationships with relocators over the duration of their relocation journey as their main point of contact, delegating tasks when appropriate. - Communicating with relocators via a) the PerchPeek app and b) through consultative and supportive calls to understand the customer’s needs, explain relocation services, and provide expertise, guidance & support to relocators within your portfolio. - Handling difficult or complex relocator enquiries or situations, using critical judgement to ensure the best outcomes for your movers, including escalating these as appropriate. - Providing the “right expertise at the right time” on all aspects of the relocation journey and life in the destination country to equip relocators to integrate successfully to their new location. - Supporting relocators in understanding and abiding to their company’s relocation policy, including management of their relocation allowances. - Recommending and coordinating additional relocation services from providers, working within PerchPeek’s Supply Chain. Examples include immigration, tax or shipping providers. - Systems Cleanliness: utilizing Operations and Relocation Experience processes to the highest standards to help make sure that our teams and systems run smoothly. i.e. ensuring collected data is accurate and useful for data analysis, reporting, and insights. - Process implementation: supporting the rollout of process improvements by engaging with new processes and tools. - Appropriately delegating relevant tasks to third-party consultants, monitoring service delivery to ensure all tasks are completed to a high quality within PerchPeek’s delivery SLAs. - Identifying and managing escalations, delivery issues and inefficiencies appropriately to ensure your deliverables align with service delivery requirements, policies, and expectations. - Familiarizing yourself with PerchPeek’s products and providing guidance to relocators on how they can utilise the Relocator App and its tools and content. - Advocating for high-quality knowledge capturing and contributing to developing the PerchPeek content library. - Collaborating with other Relocation Coaches for creative problem-solving and knowledge sharing. Requirements - You must be based within UTC-8, UTC-7, UTC-6, or UTC-5 timezones (between Pacific Standard Time and Eastern Standard Time). - The role requires fluency in verbal and written English, as well as awareness or first-hand knowledge of major cities and lifestyle norms in the US. - Bonus if you have lived or relocated within the US! - Bonus if you speak one (or more!) of these languages: French, Italian, Spanish, German, Portuguese, Arabic. - No prior relocation experience is required, as we provide comprehensive materials to prepare you for success as a Relocation Coach! About You Whilst not necessary, we’re especially interested in candidates with the following skills or qualities: - You share our value of being Customer Obsessed: in this role, you have the customer’s needs at the heart of your thoughts and actions every day. - You are organized, efficient and prioritize your time so that you can balance being both proactive and reactive to the needs of your portfolio of customers and manage them across different timelines and stages of their relocations. - You are an eloquent and concise communicator and can tailor your written and verbal communications to the specific customer. You are comfortable managing expectations and diplomatically handling concerns or objections. - You are relentlessly focused on delivery. Things move quickly at PerchPeek, but even faster for our customers, so you should relish challenges and demonstrate a strong natural instinct to drive things to completion. - You keep an eye on the details! Every relocation has its nuances, and it’s important to understand, track and translate these into accurate recommendations. - You display comfort in ambiguous situations and are confident in working through unknowns and adapting to challenging customer needs or expectations. - You are resilient in a range of situations. From constant changes as a business and product development to specific customer failures, you are comfortable adapting, learning and applying it to the next customer. - You are highly autonomous and thrive in a 100% remote and independent working environment without losing personal motivation, initiative, or productivity.

Role Description Octave is seeking to partner with existing group practices in New Jersey that want to provide excellent mental health care virtually. As an Octave partner, your team will join a supportive community of clinicians focused on client-centered, evidence-based therapy. At Octave, we take care of all backend operations so your clinicians can focus on providing quality care. Our team manages credentialing, billing, marketing, technology support, and client referrals. This allows your clinicians to focus primarily on seeing the clients we connect them with and completing session documentation, removing the administrative burden from your group practice. Your providers will support adult clients managing stress, anxiety, depression, and related concerns. We emphasize evidence-based practices such as CBT and DBT with a strong commitment to culturally responsive care. What You’ll Do - Provide therapy to adults dealing with stress, anxiety, depression, and other concerns. - Use short-term, evidence-based approaches like CBT or DBT. - Offer culturally responsive care. - See clients virtually and/or in person (you must have your own office space to hold in-person sessions). Qualifications - Must have at least 3 or more fully licensed clinicians who would be joining Octave. - All clinicians must be fully licensed (no associate or intern level providers). - Licensed in New Jersey (LMFT, LPC, LCSW, or PsyD). - Must be licensed and in good standing with your governing licensing board. - At least 1 year of post-license experience (2+ preferred). - Training in therapies such as CBT, DBT, trauma-focused treatments, or similar. - Certain payor relationships may exclude you from employment. - Master’s Degree or higher from an accredited school of Social Work, Psychology, Counseling or Marriage, or Family and Child Counseling. Company Values - We’re human beings first. - We operate with empathy and kindness – with our clients, with our collaborators, and with ourselves. - People deserve better than status quo. - No bystanders. No stars. No tourists. - Partnership paves the path ahead. - Quality is crucial at scale. - Progress is a process. - There are people behind every data point. Physical Requirements - Prolonged periods sitting at a desk and working on a computer. - Must be able to frequently communicate with others through virtual meeting applications such as Zoom and Google Meet. - Must be able to observe and communicate information on a laptop. - Move up to 10 pounds on occasion. - Must be eligible to work in the United States without sponsorship now or in the future. - Octave’s policy requires that all clinical sessions be conducted while you are physically located in the United States. System Requirements - Computers that are Mac OS (Ventura or later) and Windows OS (10/11). - Computers kept up with the most recent security updates. - An unmanaged device (a device not provided to you by another company/organization). - Additionally, Octave IT does not support using iOS, Android, or ChromeOS as your primary device. Compensation - Starting pay for qualified applicants will depend on a combination of job-related factors, which may include education, training, experience, location, business needs, or market demands. - The expected salary range for this role is set forth below and this range may be modified in the future. - The hourly compensation range for this role is listed below dependent on licensure: - In-Person Rates: - $73-$133/hour for master's level license. - $73-$143/hour for doctoral level license. - Virtual Rates: - $70-$130/hour for master's level license. - $70-$140/hour for doctoral level license. Application Instructions Please complete the following application. Please note that the U.S. Equal Opportunity Employment Information questions below are used for the purposes of EEOC reporting and are optional to complete. Octave is unable to change these questions and we acknowledge that many of the U.S. Equal Opportunity Employment Information questions are not inclusive or affirming of all aspects of cultural identity. Octave is committed to an inclusive workplace environment, and this information will not inform how we approach hiring or employment.