Trust Advisor jobs in Kansas City, KS

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Senior Trust Officer
  • Midwest Trust Company
  • OVERLAND PARK, KS FULL_TIME
  • Description

     

    Midwest Trust Company – Overland Park, KS

    As a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements.

    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.

    Responsibilities:

    1. Trust Administration: Oversee the administration of trust accounts, including establishing trusts, managing trust assets, and ensuring compliance with trust agreements and applicable laws.

    2. Client Relationship Management:

    Serve as the primary point of contact for high-net-worth clients, addressing their inquiries, providing guidance on trust-related matters, and cultivating strong relationships to understand their financial goals and needs.

    3. Fiduciary Duties:

    Fulfill fiduciary responsibilities by acting in the best interests of trust beneficiaries, making prudent investment decisions, and executing trust distributions and disbursements accurately and timely.

    4. Asset Management: Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients’ risk tolerance, investment objectives and applicable legal requirements.

    5. Risk Management: Assess and mitigate risks associated with trust administration, investment activities, and regulatory compliance, ensuring the protection of client assets and interests.

    6. Compliance: Stay abreast of regulatory changes and ensure adherence to trust laws, tax regulations, and industry standards to maintain compliance and mitigate legal risks.

    7. Documenting and Reporting: Prepare and maintain accurate trust documentation, including trust agreements, investment records, and financial reports, and provide comprehensive reporting to clients and regulatory authorities as required.

    8. Team Collaboration: Collaborate with internal Trust Experts, including Portfolio Managers, Legal and Compliance to address complex trust issues, resolve client concerns, and optimize trust administration processes.

    · 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.


    Requirements

     

    Qualifications:

    • Bachelor's degree in finance, business administration, or related field, advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)
    • Extensive experience (5 years) in trust administration, estate planning, or wealth management preferably within a trust company or financial institution.
    • In-depth knowledge of trust laws, fiduciary responsibilities, investment principles, and tax implications related to trust accounts.
    • Strong analytical skills with the ability to assess complex financial situations and develop strategic solutions.
    • Excellent communication and interpersonal skills for effectively interacting with clients, colleagues, and external stakeholders.
    • Proficiency in trust administration software and Microsoft Office suite.
    • Commitment to upholding ethical standards, maintaining confidentiality, and delivering exceptional service to clients.

    Benefits:

    • Competitive salary and performance based incentive. The company provides a competitive new business incentive program allowing marketing-oriented Trust Administrators the opportunity to significantly increase compensation. The position is not required to meet new annual business goals or have a marketing focus.
    • Comprehensive top tier health, retirement, and wellness benefits. The firm pays 100% of medical plans for individual and family minus nominal premium for spousal coverage. 401k, profit sharing plan, Paid Time Off, Extended Sick Leave and Paid Holidays.
    • Opportunities for professional development.
    • A supportive and collaborative work environment with a focus on work life balance.

    Join our team at Midwest Trust Company and make a meaningful impact by helping clients achieve their financial goals through expert trust administration and personalized service.

    Midwest Trust Company is an Equal Opportunity Employer 

  • 1 Month Ago

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Financial Advisor - RIA Firm - Overland Park, KS
  • Advisor Employee Services
  • Overland Park, KS FULL_TIME
  • Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing...
  • 2 Months Ago

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Client Concierge - RIA Firm - Overland Park, KS
  • Advisor Employee Services
  • Overland Park, KS FULL_TIME
  • Client Concierge Want to join a growing organization in the finance world? At Retirement Solutions Group in Overland Park, KS, the sky is the limit when it comes to career advancement! Our Vision “To ...
  • 2 Months Ago

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Trust and Estate Planning Attorney
  • Seck & Associates LLC
  • Prairie, KS FULL_TIME
  • Our expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is available to work...
  • 1 Day Ago

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Regional Sr Trust Officer
  • Capitol Federal Savings Bank
  • Overland Park, KS FULL_TIME
  • Job Description:RolePrimarily responsible for managing the region's fiduciary team and ensuring that quality services are provided to the client of the Bank. The position is also responsible for focus...
  • 22 Days Ago

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Vice President, Trust Services
  • Mariner Holdings
  • Overland Park, KS FULL_TIME
  • We are seeking candidates for a Trust Officer for Mariner Trust Company. Mariner Trust Company offers corporate trustee and estate advisory services for clients of Mariner Wealth Advisors and multiple...
  • 29 Days Ago

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0 Trust Advisor jobs found in Kansas City, KS area

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Account Relationship Manager
  • Remedi8 Holdings Corp.
  • Overland Park, KS
  • Job Description Job Description Job Summary: The Inside Sales Associate will play a critical role in fostering a strong ...
  • 12/12/2024 12:00:00 AM

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Enterprise Architect Consultant
  • Accenture
  • Overland Park, KS
  • We Are:We are Technology Strategy and Advisory. Our vision is to become the worlds leading advisors in harnessing techno...
  • 12/11/2024 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...
  • 12/10/2024 12:00:00 AM

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Pre Sales Engineer
  • Commenco
  • Kansas City, MO
  • Job Description Job Description The Pre Sales Engineer is a technical leader within the sales team, specializing in Moto...
  • 12/8/2024 12:00:00 AM

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Asset Management Specialist I
  • NetImpact Strategies
  • Kansas City, MO
  • Job Description: NetImpact Strategies has an opportunity for an Asset Management Specialist I to join our talented Profe...
  • 12/8/2024 12:00:00 AM

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Sales Development Representative
  • Commenco
  • Kansas City, MO
  • Job Description Job Description Overview Commenco is a leading technology integrator based in Kansas City, MO, specializ...
  • 12/8/2024 12:00:00 AM

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Property Damage Consultant
  • Aspen Contracting LLC
  • Independence, MO
  • Unlock Your Potential with Aspen Contracting! Are you ready to advance your career with Aspen Contracting, a premier pro...
  • 12/8/2024 12:00:00 AM

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Sales Development Representative
  • Storewise and MeazureUp
  • Overland Park, KS
  • At MeazureUp, were revolutionizing the way QSRs & Restaurants operate. Our cutting-edge software empowers teams to ditch...
  • 12/8/2024 12:00:00 AM

Kansas City is the third-largest city in the State of Kansas, the county seat of Wyandotte County, and the third-largest city of the Kansas City metropolitan area. Kansas City, Kansas is abbreviated as "KCK" to differentiate it from Kansas City, Missouri, after which it is named. It is part of a consolidated city-county government known as the "Unified Government". Wyandotte County also includes the independent cities of Bonner Springs and Edwardsville. As of the 2010 census, the city had a population of 145,786 residents. It is situated at Kaw Point, which is the junction of the Missouri an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Advisor jobs
$73,490 to $105,329
Kansas City, Kansas area prices
were up 1.7% from a year ago

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