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Senior Trust OfficerKC

https:/wayup.com/sitemap.xml • Kansas City, MO, United States • $200k - $250k / year • 3w ago

Senior Trust Officer OOJ 21621

Location: Kansas City, MO, No Remote, Visa Sponsorship will be considered

Annual Salary: $115,000-125,000

Other Compensation: bonus up to $10,000; prorated the first year.

Job Description

We are seeking a Senior Trust Officer with in-depth trust knowledge, a thorough understanding of policies and procedures, and the ability to provide top-tier client service. This role requires an individual who can serve as a resource and mentor for team members while ensuring trust accounts are administered with the highest standards of accuracy and integrity. The successful candidate will be the go-to person for both the team and clients.

Support the Chief Fiduciary Officer: Act as a backup when needed, assisting in managing the fiduciary department’s daily operation.
Trust Administration: Administer a variety of trust accounts, including revocable, irrevocable, Crummey, and special needs trusts.
Team Leadership: Mentor, support, and encourage junior team members, fostering a collaborative and knowledgeable team environment.
Compliance: Ensure trust accounts comply with legal and regulatory requirements, staying current on national and South Dakota trust regulations.
Tax Coordination: Work with an outsourced CPA firm to coordinate and oversee tax preparation.
Asset Management: Oversee the successful transfer of assets to and from the trust company.
Account Reviews: Coordinate with relationship managers for the annual review of trust accounts.
Industry Awareness: Stay informed of industry trends and best practices in trust administration and wealth management.

Qualifications

A minimum of eight years of experience in personal trust and estate planning.
Bachelor’s degree. An advanced degree (JD) or certification (CTFA, CFP, AEP, or CPA).
Strong knowledge of fiduciary law, trust administration, and estate planning.
Understanding of risk and compliance.
Proven ability to engage and motivate a team to achieve higher performance.

Why is This a Great Opportunity

Due to growth, our client seeks a highly skilled and professional Senior Trust Officer to support their Chief Fiduciary Officer. Join a team recognized for their commitment to excellence in delivering exceptional trust and fiduciary services.

Our client offers: