Employee Trust Administrator jobs in Kansas City, MO

Employee Trust Administrator administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Being an Employee Trust Administrator provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Additionally, Employee Trust Administrator requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Trust Administrator gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Employee Trust Administrator typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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TRUST OFFICER
  • Hawthorn Bank
  • Kansas, MO FULL_TIME
  • TRUST OFFICER SUMMARY Oversee a small book of trust and investment management accounts.  Responsible for the development and retention of personal trust and investment management business.  With the objectives of developing new accounts and quality service to customers.   ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Assist in establishing the overall direction of the Trust Department by implementing the Bank's objectives and defining the means for their attainment.   Contact potential customers to sell trust and investment management services; prepare and present proposals; conduct seminars and speak to target audiences about trust products and service.   Achieve sales goals by generating referrals from bank employees, estate planning attorneys, CPAs, networking, cold calling, and group presentations.   Administer various trust accounts as provided under the governing instrument in accordance with Bank policy, established practice approved procedures and legal constraints; maintain proper paperwork in client files; assist clients with a variety of requests.   Prepare initial trust abstract and annually review trust accounts; contact trust customers to review investment performance; gather relevant data and counsel and advise clients regarding estate planning; assist clients with transferring assets to trust accounts.   Review trust documents to ensure they are accurate and complete with all applicable legal requirements; prepare and submit bids to manage funds.   Conduct annual inspections of all commercial properties and tri-annual inspections of residential properties; prepares written reports detailing the inspections.   Gather data for accountants regarding trust clients’ tax returns; review completed tax forms.   Comply with all banking regulations, policies, and procedures.   Represent the Bank in industry and professional associations, community organizations, local business groups, etc. and promote the Bank's favorable image.   NON-ESSENTIAL DUTIES & RESPONSIBILITIES include the following.  Other duties may be assigned. Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.   SUPERVISORY RESPONSIBILITIES None.   QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   EDUCATION and/or EXPERIENCE Possess a four-year college degree from an accredited university or institution with a major area of study in business administration, finance, or comparable discipline.   Possess a minimum of three years of professional work experience in trust administration, investment services, investment sales or the practice of law.  Preference may be given to individuals who have work experience in trust law.    LANGUAGE SKILLS Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents.  Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community.  Ability to write speeches and articles for publication that conform to prescribed style and format.  Ability to effective present information to top management, public groups, and/or board of directors.   MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry.  Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.   REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions.  Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.   OTHER SKILLS AND ABILITIES Must have the ability to operate PC and printer, copy and fax machines and telephone.  Must have good working knowledge of word processing and spreadsheet software programs.  Advanced PC knowledge.   KEY CONTACTS--Internal and External Has frequent to moderate contact with business leaders, accounting and legal professionals to promote Trust Department and bank products and services.   Has occasional contact with brokerage firms.  Has occasional contact with industry, trade and community groups regarding current business activities, opportunities and problems.   CERTIFICATES, LICENSES, REGISTRATIONS Valid driver’s license.   PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   While performing the duties of this job, the employee is regularly required to sit and talk or hear.  The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms.  The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 10 pounds.  Specific vision abilities required by this job include close vision, and ability to adjust focus.   WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   The noise level in the work environment is usually moderate.   COMMENTS Position may require occasional overnight travel to attend various training sessions.  Position requires the ability to work before or after normal business hours to attend various meetings and meet with clients.
  • 8 Days Ago

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Senior Trust Officer
  • Bank of America
  • Kansas, MO FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • Just Posted

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Warehouse Associate with Public Trust
  • IDC
  • Kansas, MO CONTRACTOR
  • Day-to-day Responsibilities: On-site (not telework eligible) contract inventory staff position at the client site in Lenexa, KS. Must be proficient in data entry for inputting box and searcher informa...
  • 12 Days Ago

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Inventory clerk with Public Trust
  • IDC
  • Kansas, MO CONTRACTOR
  • Day-to-day Responsibilities: On-site (not telework eligible) contract inventory staff position at the client site in Lenexa, KS. Must be proficient in data entry for inputting box and searcher informa...
  • 12 Days Ago

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Administrator
  • Chubb Fire & Security
  • Blackburn, MO FULL_TIME
  • Company DescriptionChubb Community Care has an opportunity for a Administrator / Coordinator to support our team based in Blackburn (BB1 2PR) with installations coordination and administration, on a f...
  • Just Posted

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Administrator
  • Tutera Senior Living & Health Care
  • Kansas, MO OTHER
  • Job Details Job Location: Tutera Offsite Location - Chesterfield, MO - Chesterfield, MO Salary Range: Undisclosed DescriptionNursing Home Administrator (Executive Director) New Senior Living Community...
  • 6 Days Ago

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0 Employee Trust Administrator jobs found in Kansas City, MO area

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Valve Performance Engineer
  • Experitec
  • Lenexa, KS
  • Job Description Job Description Valve Performance Engineer Location: Lenexa, KS (Greater KC/MO Area) What does the Exper...
  • 3/28/2024 12:00:00 AM

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Support Account Executive
  • Dynamic Consultants Group LLC
  • Kansas City, MO
  • Support Account Executive Location: Kansas City, MO Full-Time Job Description: DCG is a leading provider of Microsoft Dy...
  • 3/28/2024 12:00:00 AM

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Lead Software Engineer - Remote
  • Mindex
  • Kansas City, MO
  • Founded in 1994 and celebrating 30 years in business, Mindex is a software development company with a rich history of de...
  • 3/28/2024 12:00:00 AM

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Enterprise Architect - Direct-Hire/FTE - Remote (US/PST)
  • INSPYR Solutions
  • Kansas City, MO
  • Enterprise Architect - Direct-Hire/FTE - Remote (US/PST) Title: Enterprise Architect Location: Remote (US/PST) Duration:...
  • 3/27/2024 12:00:00 AM

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Tax Manager| Private Client
  • FORVIS
  • Kansas City, MO
  • Description & Requirements FORVIS' Private Client tax advisors provide sophisticated tax compliance, consulting, and pla...
  • 3/27/2024 12:00:00 AM

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Account Manager
  • Kansas City Division (JER-KC)
  • Overland Park, KS
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/27/2024 12:00:00 AM

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Lead Software Engineer - Remote
  • Mindex
  • Kansas City, MO
  • Founded in 1994 and celebrating 30 years in business, Mindex is a software development company with a rich history of de...
  • 3/26/2024 12:00:00 AM

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Accounts Receivable Analyst
  • Commenco
  • Kansas City, MO
  • Job Description Job Description Are you constantly seeking to learn and expand your knowledge? Do you enjoy predictabili...
  • 3/24/2024 12:00:00 AM

Kansas City is the largest city in the U.S. state of Missouri. According to the U.S. Census Bureau, the city had an estimated population of 488,943 in 2017, making it the 37th most-populous city in the United States. It is the central city of the Kansas City metropolitan area, which straddles the Kansas–Missouri state line. Kansas City was founded in the 1830s as a Missouri River port at its confluence with the Kansas River coming in from the west. On June 1, 1850 the town of Kansas was incorporated; shortly after came the establishment of the Kansas Territory. Confusion between the two ensued...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$72,275 to $103,592
Kansas City, Missouri area prices
were up 1.7% from a year ago

Employee Trust Administrator in Moline, IL
An employee trust administrator is responsible for maintaining the records of the trust account for each eligible employee.
December 17, 2019
Employee Trust Administrator in Brockton, MA
The employee trust administrator is an employee benefits specialist and a member of the human resources team.
December 13, 2019
Employee Trust Administrator in Jamestown, NY
Based on our compensation data, the estimated salary potential for Employee Trust Administrator will increase 16 % over 5 years.
November 27, 2019