Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Description
Trust Administrative Assistant
Midwest Trust Company – Overland Park, Kansas
If you are dedicated, disciplined, and client-focused, we have an opportunity for you to join our firm as a Trust Administrative Assistant. You will support one or more Personal Trust Administrators in the management of trust accounts. This is a ‘can-do’ position that requires a positive attitude and work-ethic coming through the door—but that will pay-off rewardingly with the proper investment.
Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.
Job Summary:
The Trust Administrative Assistant will provide essential administrative support to the trust department, assisting with various tasks related to client services, trust administration and general office management.
Key Responsibilities:
1. Client Support:
· Assist clients with inquires, request and account maintenance.
· Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
· Maintain accurate client records and documentation.
2. Trust Administration Support:
· Assist Trust Officers with administrative tasks related to trust account administration, including opening and closing accounts, processing transactions, and maintaining account files.
· Prepare account paperwork and documentation, ensuring compliance with regulatory requirements and internal policies
· Coordinate with internal departments and external parties to facilitate trust administration processes.
3. Document Management:
· Organize and maintain electronic and physical filing systems for trust documents, correspondence, and other records.
· Assist with scanning, indexing, and archiving documents in accordance with document retention policies.
4. Office Management:
· Provide general administrative support to the trust department, including answering phones, managing calendars, scheduling appointments, and ordering supplies.
· Assist with special projects and initiatives assigned by management.
Requirements
Qualifications:
Midwest Trust Company is an Equal Opportunity Employer
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