Executive Search Consultants to the Financial Services Industry

Senior Trust Officer, Kansas City, MO

By on May 28, 2024 in |

Website BancSearch, Inc.

BancSearch, Inc.

Senior Trust Officer, Kansas City, MO

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:

• A competitive salary and benefits package.
• Opportunities for professional development and career advancement.
• A supportive and collaborative work environment.
• The chance to make a meaningful impact on clients’ lives.

DUTIES:
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 all 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 about 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.

If you have questions, please send them to recruiters@bancsearch.com.

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