Executive Search Consultants to the Financial Services Industry

Senior Trust Officer, Kansas City, MO

By on Jun 7, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Senior Trust Officer, Kansas City, MO

As a senior trust officer at our client company, you will play an essential role in ensuring the company’s success. You will be responsible for leading a team of trust officers and mentoring less experienced colleagues. This is an excellent opportunity for you to take on a leadership role and make a real impact. Our client is one of the largest independent trust companies in the United States, and this position offers you the chance to contribute to its success. If you are looking for an opportunity to make a difference, this is your position.

Though it is best known for its blues and barbecue, Kansas City has much more to offer residents and visitors alike. The city boasts an array of fine dining options, as well as a thriving arts scene. And, of course, there are the professional sports teams – the KC Chiefs football and the KC Royals baseball. But what really sets Kansas City apart is the Midwest hospitality. The people here are friendly and welcoming, and the cost of living is below the national average, making Kansas City the most affordable big city in the Midwest. Whether you’re looking for a laid-back lifestyle or a cultural experience, Kansas City has something to offer everyone.

Duties:
As Senior Trust Officer, you will:
● Administer a portfolio of complex trusts
● Mentor less experienced trust officers
● Conduct weekly meetings to prioritize workflow
● Ensure compliance with regulations
● Provide excellent customer service.
● Research and answer questions from financial advisors.
● Oversee onboarding and closing of accounts.
● Oversee tax preparations.

Qualifications:
As Senior Trust Officer, you will have:
● Experience mentoring less experienced coworkers
● Experience administering complex personal trust accounts.
● Experience interpreting trust documents.
● Experience explaining trust documents to clients.
● Strong knowledge of trust law.
● Experience with Microsoft Office
● Bachelor’s degree required
● JD, CTFA, CFP, AEP, or CPA preferred or six months from obtaining.

Keywords

#trustofficer #fiduciary

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