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2 дня назад

Trust Officer (Finance)

107 552 - 182 838$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Trust Officer (Fiduciary Finance): Managing and administering trust relationships, estate plans, fiduciary accounts, and investment-related analysis with an accent on fiduciary decision-making, estate planning, regulatory compliance, and client advising. Focus on balancing beneficiary interests with organizational risk, approving discretionary distributions, monitoring account activity, and coordinating comprehensive wealth plans with clients' advisors.

Location: Onsite in Kansas City, Missouri, at 1 Ward Parkway. Candidates must possess unrestricted work authorization and must not require future sponsorship.

Salary: $107,552–$182,838 base pay annually.

Company

hirify.global provides banking and fiduciary financial services, including trust administration and wealth planning.

What you will do

  • Manage and administer trust relationships where hirify.global serves as trustee, personal representative, conservator, or guardian.
  • Exercise fiduciary discretion in the best interests of beneficiaries while balancing client needs and organizational risk.
  • Develop, interpret, and communicate complex trust, estate planning, probate, tax, guardianship, and special-needs trust matters.
  • Monitor account activity, transactions, cash requirements, distributions, investments, and asset allocations while maintaining regulatory compliance.
  • Build proactive relationships with clients, beneficiaries, and families, resolving issues and coordinating internal and external advisors.
  • Collaborate with attorneys, accountants, portfolio managers, and relationship managers to implement comprehensive wealth plans and maintain profitable trust relationships.

Requirements

  • Bachelor’s degree in business administration or a related field.
  • 5+ years of experience in the trust, investment, or financial services industry.
  • Successful relationship management experience and the ability to provide complex fiduciary advice and guidance.
  • Strong knowledge of the finance industry and local, state, national, and global economies.
  • Strong verbal and written communication, presentation, listening, collaboration, and decision-making skills.
  • Unrestricted US work authorization; future sponsorship is not available.

Nice to have

  • MBA or Juris Doctor degree.
  • Certifications such as CRPC, CFP, CPA, CFA, CWS, CTFA, or CFM.

Culture & Benefits

  • Medical, dental, and vision insurance.
  • 401(k) with matching contributions.
  • Paid time-off programs and health savings account options.
  • Tuition assistance and professional growth opportunities.
  • Short-term and long-term disability insurance.
  • Collaborative onsite environment focused on mentorship, belonging, and professional development.

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