Trust Officer - Kansas City, Missouri United States - 43825

This closed position was filled. Check out our Jobs Search Page for our current open positions similar to this one.

JOB DESCRIPTION

Job #: 43825
Title: Trust Officer
Job Location: Kansas City, Missouri - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Bonus
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Join one of the largest independent trust companies in the U.S.  This position is an opportunity to work for an organization large to offer the benefits of a large organization but small enough that you can make an impact.  You will work with a variety of trust accounts that offer a depth of experience.  No sales experience required.

JOB DESCRIPTION

As Trust Officer, you will: 

  • Administer a variety of trust accounts, mainly personal trusts.  There is an opportunity to manage foundation/endowments, and retirement plan trusts if an applicant has experience in those areas.
  • Administer between 300 to 400 trust accounts depending on the knowledge of the trust officer and the complexity of the accounts.
  • Research and answer questions from financial advisors.
  • Oversee onboarding and closing of accounts.
  • Ensure trusts are compliant will all laws and regulations.
  • Oversee tax preparations.  

QUALIFICATIONS

As Trust Officer, you will have: 

  • Experience administering personal trust accounts.
  • Experience interpreting trust documents.
  • Experience explaining trust documents to clients.
  • Strong knowledge of trust law.
  • Experience with Microsoft Office 

Education:
University - Bachelor's Degree/3-4 Year Degree