Trust Officer jobs in Kalispell, MT
Recently Added Trust Officer jobs
Personal Trust Administrator
- D.A. Davidson Companies
-
Great Falls, MT
FULL_TIME
-
Job Description:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:Qualifications:
- 2 years of prior trust administration or related wealth management experience preferred.
- College degree or equivalent experience (preferably within trust administration) preferred.
- Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
- Paralegal certification or past employment in the capacity of a paralegal a plus.
- Basic understanding of fiduciary tax issues surrounding trust accounts.
- Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
- Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
- Detail oriented with strong organizational and problem-solving skills.
- Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
Duties:
- Maintain a working knowledge of Davidson Trust Company policies and procedures.
- Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
- Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
- Process correspondence, reports, proposals as requested by the Trust Officer.
- Assist in the administration of accounts at the direction of the Trust Officer.
- Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
- Complete basic information on annual reviews and coordinate with the Trust Officer.
- Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
- Maintain a thorough knowledge and understanding of trust accounting principles.
- Research and respond to client requests as necessary.
- Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
- Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
- Perform other duties and responsibilities as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Paid holidays Generous sick, vacation, and maternity/parental leave
- Pet Insurance
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies - 2 Months Ago
Correctional Officer
- corecivic
-
SHELBY, MT
FULL_TIME
- $55,848 per year Plus OvertimeAt CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are hiring immedia...
- Just Posted
Police officer
- Army National Guard
-
Lewistown, MT
FULL_TIME
- Job Description Have you ever dreamed of making an impact? How about serving your community, State, and Nation? As a Military Police Officer for the Army National Guard, you’ll do all of these things ...
- 2 Days Ago
Patrol Officer
- City of Cut Bank
-
Cut Bank, MT
FULL_TIME
- The Cut Bank Police Department in Cut Bank, MT is looking to hire a full-time Patrol Officer to protect public safety and participate in community policing programs. Are you passionate about serving y...
- 2 Days Ago
Loan Officer
- Mann Mortgage LLC
-
Kalispell, MT
FULL_TIME
- DescriptionLoan OfficerWe’re Hiring Experienced Mortgage Loan Officers NOW! Mann Mortgage, a growing multi-state, community anchored, mortgage lending company dedicated to helping aspiring borrowers f...
- 15 Days Ago
Police Officer
- City of Chinook
-
Chinook, MT
FULL_TIME
- Job Summary:We are seeking dedicated individuals to join our law enforcement team as Police Officers. As a Police Officer, you will be responsible for maintaining public safety, enforcing laws, and pr...
- 20 Days Ago
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0 Trust Officer jobs found in Kalispell, MT area
Lead Transportation Security Officer
- Department Of Homeland Security
-
Kalispell, MT
- Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
- 5/2/2024 12:00:00 AM
Supervisory Transportation Security Officer
- Department Of Homeland Security
-
Kalispell, MT
- Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
- 5/2/2024 12:00:00 AM
Memory Care Personal Care Attendant (Caregiver) - Swing Shift
- Prestige Care, Inc
-
Kalispell, MT
- Position Details * Salary: 16.50 - 22.00 Hourly Wage Range $19-21 per hour depending on experience. Job Summary: Provide...
- 5/1/2024 12:00:00 AM
Cashier
- Walmart
-
Kalispell, MT
- Job Description **Overview:** As a Walmart Cashier, you play a crucial role in providing exceptional customer service wh...
- 4/29/2024 12:00:00 AM
Personal Care Attendant (PCA) Caregiver - NOC Shift
- Prestige Care, Inc
-
Kalispell, MT
- Position Details * Salary: 16.50 - 24.00 Hourly Starting wage of $19 per hour plus night differential of $2.00 Questions...
- 4/29/2024 12:00:00 AM
Personal Care Attendant (PCA) Caregiver - NOC Shift
- Prestige Care - Kalispell
-
Kalispell, MT
- Position Details Salary: 16.50 - 24.00 Hourly Starting wage of $19 per hour plus night differential of $2.00 Questions? ...
- 4/28/2024 12:00:00 AM
Retail Store Customer Service Specialist
- Sherwin-Williams
-
Kalispell, MT
- This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
- 4/2/2024 12:00:00 AM
Retail Store Customer Service Specialist
- Sherwin-Williams
-
Kalispell, MT
- This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
- 4/1/2024 12:00:00 AM
About Kalispell, Montana
Kalispell (/ˈkæləˌspɛl, ˌkæləˈspɛl/) is a city in, and the county seat of Flathead County, Montana, United States. The 2015 Census estimates put Kalispell's population at 22,052. The Kalispell Micropolitan Statistical Area has a population of 93,068 and it is the largest city and commercial center of northwest Montana. The name Kalispell is a Salish word meaning "flat land above the lake". Kalispell is also the gateway to Glacier National Park....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$70,068 to $99,787
Kalispell, Montana area prices
were up 3.1% from a year ago
were up 3.1% from a year ago