Trust Officer (Finance)

Location: Onsite at 1 Ward Parkway, Kansas City, Missouri, United States

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

Company

hirify.global is a financial services institution providing banking, trust, investment, and wealth-planning services.

What you will do

• Manage and administer assigned trust relationships and fiduciary accounts.
• Exercise discretion in the best interests of beneficiaries while executing estate plans and trust documents.
• Interpret and facilitate complex trust, estate-planning, probate, tax-planning, guardianship, and special-needs trust matters.
• Monitor account activity, transactions, portfolio cash requirements, distributions, approvals, and regulatory risk.
• Act as a relationship manager and trusted advisor for clients, beneficiaries, and their families.
• Collaborate with portfolio managers, relationship managers, attorneys, accountants, and other advisors to implement comprehensive wealth plans.

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.
• Strong knowledge of the finance industry and local, state, national, and global economic conditions.
• Excellent verbal, written, presentation, listening, and customer communication skills.
• Unrestricted US work authorization is required; future sponsorship is not available.

Nice to have

• MBA or Juris Doctor degree.
• CRPC, CFP, CPA, CFA, CWS, CTFA, or CFM certification or accreditation.

Culture & Benefits

• Onsite environment focused on collaboration, mentorship, and professional growth.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions.
• Time-off programs, health savings account, and dependent-care benefits.
• Tuition assistance, employee banking, growth opportunities, and short- and long-term disability insurance.