2 дня назад
Trust Officer (Finance)
107 552 - 182 838$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
provides banking and fiduciary financial services, including trust administration and wealth planning.
What you will do
- Manage and administer trust relationships where 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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