Current jobs related to Senior Trust Officer - Wichita - Bank of America

  • Senior Trust Officer

    4 weeks ago

    Wichita, Kansas, United States Bank of America Full time

    Job DescriptionAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We are seeking a highly skilled and experienced Senior Trust Officer to join our...

  • Trust Administrator

    24 hours ago

    Wichita, United States The Trust Company of Kansas Full time

    We are excited to share a new career opportunity opening at The Trust Company of Kansas. Interested in joining our team? Qualified candidates may send a resume and letter to mlinsner@tckansas.com. TRUST ADMINISTRATOR Job Summary: Assist one or more Account Officers with the day-to-day administration of trust client relationships and new business...

  • Trust Administrator

    16 hours ago

    wichita, United States The Trust Company of Kansas Full time

    We are excited to share a new career opportunity opening at The Trust Company of Kansas. Interested in joining our team? Qualified candidates may send a resume and letter to mlinsner@tckansas.com. TRUST ADMINISTRATOR Job Summary: Assist one or more Account Officers with the day-to-day administration of trust client relationships and new business...

  • Vice President of People

    5 months ago

    Wichita, United States Legend Senior Living Full time

    Job Details Job Title Vice President of People Posted: 6/04/2024 Location KS, Wichita - Legend Senior Living Corporate Office 8415 East 21st St North Suite 100 Wichita, KS 67206 Description Legend Senior Living is proud to be recognized as Fortune Certified Great Places to Work 5 years in a row ! Legend Senior Living is...

  • Senior Credit Officer

    3 weeks ago

    Wichita, Kansas, United States Equity Bank Full time

    Job SummaryThe Senior Credit Officer will be responsible for leading the credit administration team in ensuring the quality and consistency of credit decisions across the department. This role will involve reviewing credit presentations, discussing credit requests with lenders and credit analysts, and ensuring that credit presentations are accurate and...

  • Chief Nursing Officer

    4 weeks ago

    Wichita, Kansas, United States Ascension Full time

    Chief Nursing Officer OpportunityWe are seeking a highly experienced and visionary Chief Nursing Officer to lead our nursing team at Ascension St Francis Hospital. As a key member of our leadership team, you will be responsible for creating a nursing culture that drives the highest quality, safest care, while delivering an exceptional patient, provider, and...

  • Business Office Manager

    3 weeks ago

    Wichita, Kansas, United States Extended Care Clinical Full time

    At Extended Care Clinical, we're seeking a skilled Business Office Manager to join our team. As a key member of our business office, you'll play a vital role in ensuring the smooth operation of our resident Medicaid applications, patient trust funds, accounts payable, and collections. Your expertise will be instrumental in maintaining accurate financial...

  • Senior Wealth Strategist

    3 weeks ago

    Wichita, Kansas, United States INTRUST Bank Full time

    Job Summary:As a Senior Wealth Strategist at INTRUST Bank, you will provide expert advice to high net worth clients in areas such as financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. Your comprehensive wealth plans will help clients achieve their financial goals, and you will be...

  • Fair Lending Officer

    1 month ago

    Wichita, United States LVI Associates Full time

    A leading community bank is looking for you to join the team as it's next Compliance Officer! This is an exciting time to join a firm that is keen on upholding the integrity of the banks compliance. Day to day, you will work closely with senior leaders throughout the bank while updating policies and procedures as neeed. If what is below sounds like the next...

  • Senior Tax Accountant

    2 weeks ago

    Wichita, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are seeking a Senior Tax Accountant to join our team based in Wichita, Kansas, United States. In this role, you will be responsible for the preparation and review of various tax returns, financial statement preparation, bookkeeping services, and payroll services. This role also involves conducting tax research for complex tax...

  • Senior Wealth Strategist

    4 weeks ago

    Wichita, Kansas, United States INTRUST Bank Full time

    Job SummaryAs a Senior Wealth Strategist at INTRUST Bank, you will provide expert advice to high net worth clients in areas such as financial planning, portfolio management, insurance, tax, business succession, estate planning, and philanthropic solutions. Your primary responsibility will be to assess clients' financial goals, develop comprehensive wealth...

  • Business Office Manager

    4 weeks ago

    Wichita, Kansas, United States Extended Care Clinical Full time

    Business Office Manager Job DescriptionWe are seeking a highly skilled Business Office Manager to join our team at Extended Care Clinical. As a key member of our business office, you will be responsible for managing resident Medicaid applications, patient trust funds, accounts payable, and collections.Key Responsibilities:Maintain accurate and up-to-date...

  • Tax Senior

    6 days ago

    Wichita, United States Lodgeworks Full time

    We offer a competitive salary tailored to your experience and qualifications.Salary Range $85,000Tax Senior | JOB DESCRIPTION LodgeWorks is actively hiring for a Tax SeniorAre you a detail-oriented and experienced Tax Preparer looking for an exciting opportunity to contribute your expertise to a thriving hospitality company? Look no further! We are seeking a...

  • Tax Senior

    1 month ago

    Wichita, United States Lodgeworks Full time

    We offer a competitive salary tailored to your experience and qualifications.Tax Senior | JOB DESCRIPTION LodgeWorks is actively hiring for a Tax SeniorAre you a detail-oriented and experienced Tax Preparer looking for an exciting opportunity to contribute your expertise to a thriving hospitality company? Look no further! We are seeking a dynamic Tax...

  • Fair Lending Compliance Officer

    4 weeks ago

    Wichita, United States Larson Maddox Full time

    A leading commercial bank is looking for you to join the firm as it's next Fair Lending Officer! Located in Wichita, KS you will join a team of motviated and compliance driven professionals to drive the fair lending business in the most efficent and effective manner possible, while working very closely with the Chief Compliance Officer and CRA Officer.. This...

  • Fair Lending Compliance Officer

    3 weeks ago

    wichita, United States Larson Maddox Full time

    A leading commercial bank is looking for you to join the firm as it's next Fair Lending Officer! Located in Wichita, KS you will join a team of motviated and compliance driven professionals to drive the fair lending business in the most efficent and effective manner possible, while working very closely with the Chief Compliance Officer and CRA Officer.. This...

  • Fair Lending Compliance Officer

    4 weeks ago

    Wichita, United States Larson Maddox Full time

    A leading commercial bank is looking for you to join the firm as it's next Fair Lending Officer! Located in Wichita, KS you will join a team of motviated and compliance driven professionals to drive the fair lending business in the most efficent and effective manner possible, while working very closely with the Chief Compliance Officer and CRA Officer.. This...

  • Senior Mortgage Professional

    3 weeks ago

    Wichita, Kansas, United States Motto Mortgage Charged Full time

    Mortgage Leadership RoleAt Motto Mortgage Charged, we are seeking a seasoned Senior Loan Officer to join our team. As a key member of our mortgage team, you will play a pivotal role in helping clients achieve their homeownership dreams.As a Senior Loan Officer, you will be responsible for leading by example, providing expert guidance to clients and junior...

  • Security Officer

    4 weeks ago

    Wichita, Kansas, United States Ascension Full time

    Job SummaryAscension Via Christi is seeking a Security Officer to provide a safe environment for staff and visitors. This role involves proactive monitoring and timely responses to potential/actual security threats, investigating and documenting security incidents, and maintaining knowledge of policies and procedures.ResponsibilitiesProvide security services...

  • Certified Nurse's Assistant

    3 weeks ago

    Wichita, United States Cedarhurst Senior Living Full time

    Cedarhurst, a regional healthcare provider and true friend of older adults, seeks a service-minded, career-oriented individual to join our team as a Certified Nurse's Assistant (CNA) at our Cedarhurst of Wichita community. This position has shifts available from 3:00 PM to 11:30 PM and 11:00 PM to 7:30 AM.As a Certified Nursing Assistant, you will assist and...

Senior Trust Officer

2 months ago

Wichita, United States Bank of America Full time

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Job Description

This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence. Job expectations include working with teams to drive business development and retention, assisting clients with wealth planning needs, and managing risk.

Responsibilities:

Provides fiduciary administration support including the review of trust instruments, participating in matters where the trustee is exercising discretion, managing risk, and conducting periodic trust reviewsSupports investment management accounts including the coordination of opening and closing accounts, money movement, and account maintenanceEngages with clients and prospects to build and transfer wealth tailored to their unique goals, while delivering a high-quality experienceEnsures compliance with regulatory and legal requirements related to client accounts and portfoliosIdentifies and develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects
Key attributes / competencies:

Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingCreative though prudent approach to providing solutions within Bank's risk/reward profileAbility / drive to "ask for the order" to close salesGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients' concerns / issuesAbility to communicate and connect with high-net-worth clients
Desired Skills:

Bachelor's Degree OR equivalent business experience, preferably a minimum of 5 years of trust administration and estate planning experienceFiduciary professional with CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification), preferred
Skills:

Risk ManagementBusiness DevelopmentClient ManagementWealth PlanningCustomer and Client FocusClient Experience BrandingClient Solutions AdvisoryProcess ManagementDecision MakingPresentation SkillsProspectingFinancial AnalysisAttention to DetailCritical ThinkingPlanning
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40