Executive Search Consultants to the Financial Services Industry

Trust Officer, Hutchinson, KS

By on Mar 29, 2023 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, Hutchinson, KS

If you want to take care of clients without pressure to sell, this position is perfect for you. Our client, a long-established bank, would like someone to be the lead contact on assigned relationships. You will have the support of an administrator as you manage estates, conservatorships, and irrevocable trusts. If this sounds like the perfect fit for you, click apply!

Your role as a Trust Officer will entail the following:
● Manage your client relationships, including estates, conservatorships, and mostly irrevocable trusts.
● You will be supported by a trust administrator.
● You will oversee client onboarding.
● You will review completed fiduciary tax returns.
● You will team up with an administrator, investment officer, and salesperson.
● Work with the investment officer to monitor the cash position of accounts.

As a Trust Officer, your experience will include the following:
● Managing trust relationships
● Reviewing trust documents
● Bachelor’s degree
● CPA, Tax background strongly preferred
● CTFA, CFP, AIF, AIFM, etc., are a plus

#Trustofficer #Fiduciary

To apply for this job please visit bancsearch.com.