Current jobs related to Trust Officer - Saint Joseph - Gpac

  • Senior Trust Specialist

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Trust Specialist

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Commercial Loan Officer

    5 days ago

    Saint Joseph, Missouri, United States Southern Bank Full time

    {"Job Title": "Commercial Loan Officer", "Job Summary": "We are seeking a highly skilled Commercial Loan Officer to join our team at Southern Bank. As a Commercial Loan Officer, you will be responsible for managing commercial credit relationships, creating and maintaining close relationships with all parties involved in loan transactions, and facilitating...

  • Security Officer

    5 days ago

    Saint Joseph, Missouri, United States Securitas Security Services USA, Inc. Full time

    Job Title: Multi Site Officer- All Shifts, Flex SchedulesJob Summary:We are seeking a highly skilled and dedicated Security Officer to join our team at Securitas Security Services USA, Inc. As a Security Officer, you will be responsible for providing exceptional customer service and ensuring the safety and security of our clients'...

  • Commercial Loan Officer

    2 weeks ago

    Saint Joseph, Missouri, United States Southern Bank Full time

    {"Job Title": "Commercial Loan Officer", "Job Summary": "We are seeking a highly skilled Commercial Loan Officer to join our team at Southern Bank. As a Commercial Loan Officer, you will be responsible for managing commercial credit relationships, creating and maintaining close relationships with all parties involved in loan transactions, and facilitating...

  • Senior Trust and Wealth Strategist

    4 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Trusts and Estates Attorney

    5 days ago

    Saint-Bauzille-de-Putois, Occitanie, United States MillerBlowers, Inc. Full time

    Join Our Team as a Trusts and Estates AttorneyWe are seeking an experienced estate planning attorney to join our team at MillerBlowers, Inc. in Sarasota. As a leading wealth management boutique and business law firm, we offer a unique opportunity to work with sophisticated estate planning and tax law for individuals and businesses.Key Responsibilities:Review...

  • Legal Administrative Assistant

    1 month ago

    Saint Louis, United States UB Greensfelder LLP Full time

    Job DescriptionJob DescriptionUB Greensfelder LLP is a full-service, Am Law 200, super-regional law firm focused on exceeding client expectations and delivering superior, customized legal solutions. Created in 2024 through the merger of Ulmer & Berne LLP and Greensfelder, Hemker & Gale, P.C., the firm's 275 lawyers advise regional, national, and global...

  • Financial Operations Associate

    4 days ago

    saint petersburg, United States Sabal Trust Company Full time

    Sabal Trust Company, Florida’s largest independent trust company, is seeking a professional to join our Middle Office support team located in St. Petersburg, Florida. This team is responsible for ensuring that needs are met, and service is delivered to both internal and external clients. Job Summary:A Financial Services Operations Associate provides...

  • Chief Fiduciary Officer

    4 months ago

    Saint Petersburg, United States MRINetwork Jobs Full time

    Job DescriptionJob DescriptionChief Fiduciary OfficerOur client is looking for a Chief Fiduciary Officer that demonstrates exceptional fiduciary leadership skills who will oversee all trust administration. They need someone that can lead, educate, guide, and mentor all trust officers, trust administrators, and relationship managers (support staff) to achieve...

  • Chief Fiduciary Officer

    5 days ago

    saint petersburg, United States Westport One Full time

    Chief Fiduciary OfficerOur client is looking for a Chief Fiduciary Officer that demonstrates exceptional fiduciary leadership skills who will oversee all trust administration. They need someone that can lead, educate, guide, and mentor all trust officers, trust administrators, and relationship managers (support staff) to achieve service excellence and...

  • Senior Tax Manager

    2 days ago

    Saint Joseph, Missouri, United States Creative Financial Staffing Full time

    About the OpportunityWe are seeking a highly skilled Senior Tax Manager to join our team at Creative Financial Staffing. As a key member of our team, you will be responsible for preparing, reviewing, and filing individual, trust, and estate taxes for clients. You will also communicate with clients regarding necessary documentation and details, and perform...

  • Tax Consultant

    7 days ago

    Saint Joseph, Missouri, United States Radiant Technologies Full time

    About Radiant TechnologiesWe are a dynamic and innovative company that provides comprehensive tax advice and optimization for small and medium-sized businesses and private individuals. Our team of experts is dedicated to delivering exceptional service and support.What We OfferA permanent position with a long-term perspective and opportunities for growth and...

  • Wealth Advisory Services, Paralegal

    3 months ago

    Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: At Redpath and Company, our strength is our people. We believe in our employees, and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide upward mobility...

  • Security Supervisor

    2 weeks ago

    Saint Joseph, Missouri, United States Securitas Inc. Full time

    Job SummaryWe are seeking a highly motivated and experienced Security Supervisor to join our team at Securitas Inc. As a key member of our security operations team, you will be responsible for leading and managing a team of security officers to ensure the safety and security of our clients' assets and personnel.Key ResponsibilitiesTeam Leadership: Train and...

  • Executive Assistant

    2 weeks ago

    Saint Joseph, Missouri, United States Nexus Solutions Full time

    About Nexus SolutionsNexus Solutions is a leading provider of IT services to the state administration of Mecklenburg-Western Pomerania. As a trusted partner, we deliver comprehensive services in consulting, development, operations, and procurement.Your RoleIn this exciting position, you will play a key role in supporting the management team at Nexus...

  • Wealth Advisory Services, Tax Senior Associate

    2 months ago

    Saint Paul, United States Redpath & Company Full time

    Job DescriptionJob DescriptionSalary: At Redpath and Company, our strength is our people. We believe in our employees, and we offer a unique culture that values every employee and promotes flexibility, creativity, and growth - both personally and professionally. As a rapidly growing mid-size firm, we are the perfect size to be able to provide upward mobility...

  • SAP ICM Consultant: Expert in Sales Compensation Solutions

    3 weeks ago

    Saint Joseph, Missouri, United States Blue Horizon Solutions Full time

    About the RoleWe are seeking a highly skilled SAP ICM Consultant to join our team at Blue Horizon Solutions. As a key member of our team, you will be responsible for advising our clients on sales compensation strategies, designing and implementing individual solutions, and providing technical and professional support.Key ResponsibilitiesAdvise clients on...

  • Customer Service Representative

    3 weeks ago

    Saint Joseph, Missouri, United States Stellar Enterprises Full time

    About Stellar Enterprises:We are a leading provider of cloud services and hosting solutions, dedicated to supporting our customers' business growth. Our team of over 4000 employees worldwide works together to meet the needs and expectations of our 8.5 million customers.We are a brand of a publicly traded company, committed to promoting the development of our...

  • Customer Service Representative

    6 days ago

    Saint Joseph, Missouri, United States Stellar Enterprises Full time

    About Stellar EnterprisesWe are a leading provider of cloud services and hosting solutions, dedicated to supporting our customers in their business development. Our team of over 4000 employees worldwide is committed to delivering exceptional results and exceeding customer expectations.What We OfferA hybrid work model with the option for remote work, allowing...

Trust Officer

3 months ago

Saint Joseph, United States Gpac Full time

Trust Officer

A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:

  • Bachelors degree or equivalent
  • JD and/or Masters degree
  • 5-7 years of relevant trust administration experience
  • Strong teammate who enjoys collaboration with internal partners
  • CTFA, CFP, CFA, CES, or equivalent
  • Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels

Trust Officer Responsibilities:

  • Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
  • Actively participate in Trust Administrative Sub-Committee meetings
  • Perform administrative account reviews annually
  • Accountable for servicing and retention of existing accounts
  • Supervise and monitor new account establishment and funding
  • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
  • Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
  • Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)

This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.

I partner with companies all over Missouri and work with other GPAC recruiters in the U.S. to place qualified candidates withstrongcompanies. To be considered for this position and others, please apply with a resume. With any more questions or inquiries,email Nash Wergin at

nash.wergin@gogpac.com

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

by Jobble