Senior Trust Officer

3 weeks ago

Leawood, United States MTC Holding Corporation Full time

Midwest Trust Company - Overland Park, KS

As a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients. Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements.

Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.

Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.

Responsibilities:

1. Trust Administration: Oversee the administration of trust accounts, including establishing trusts, managing trust assets, and ensuring compliance with trust agreements and applicable laws.

2. Client Relationship Management:

Serve as the primary point of contact for high-net-worth clients, addressing their inquiries, providing guidance on trust-related matters, and cultivating strong relationships to understand their financial goals and needs.

3. Fiduciary Duties:

Fulfill fiduciary responsibilities by acting in the best interests of trust beneficiaries, making prudent investment decisions, and executing trust distributions and disbursements accurately and timely.

4. Asset Management: Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients' risk tolerance, investment objectives and applicable legal requirements.

5. Risk Management: Assess and mitigate risks associated with trust administration, investment activities, and regulatory compliance, ensuring the protection of client assets and interests.

6. Compliance: Stay abreast of regulatory changes and ensure adherence to trust laws, tax regulations, and industry standards to maintain compliance and mitigate legal risks.

7. Documenting and Reporting: Prepare and maintain accurate trust documentation, including trust agreements, investment records, and financial reports, and provide comprehensive reporting to clients and regulatory authorities as required.

8. Team Collaboration: Collaborate with internal Trust Experts, including Portfolio Managers, Legal and Compliance to address complex trust issues, resolve client concerns, and optimize trust administration processes.

•Assist clients with inquires, request and account maintenance.

•Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.

•Maintain accurate client records and documentation.

Requirements

Qualifications:

  • Bachelor's degree in finance, business administration, or related field, advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)
  • Extensive experience (5+ years) in trust administration, estate planning, or wealth management preferably within a trust company or financial institution.
  • In-depth knowledge of trust laws, fiduciary responsibilities, investment principles, and tax implications related to trust accounts.
  • Strong analytical skills with the ability to assess complex financial situations and develop strategic solutions.
  • Excellent communication and interpersonal skills for effectively interacting with clients, colleagues, and external stakeholders.
  • Proficiency in trust administration software and Microsoft Office suite.
  • Commitment to upholding ethical standards, maintaining confidentiality, and delivering exceptional service to clients.
Benefits:
  • Competitive salary and performance based incentive. The company provides a competitive new business incentive program allowing marketing-oriented Trust Administrators the opportunity to significantly increase compensation. The position is not required to meet new annual business goals or have a marketing focus.
  • Comprehensive top tier health, retirement, and wellness benefits. The firm pays 100% of medical plans for individual and family minus nominal premium for spousal coverage. 401k, profit sharing plan, Paid Time Off, Extended Sick Leave and Paid Holidays.
  • Opportunities for professional development.
  • A supportive and collaborative work environment with a focus on work life balance.

Join our team at Midwest Trust Company and make a meaningful impact by helping clients achieve their financial goals through expert trust administration and personalized service.

Midwest Trust Company is an Equal Opportunity Employer

  • Global Security Specialist

    2 days ago

    Leawood, Kansas, United States MTC Holding Corporation Full time

    Job Description:The Global Security Specialist - Trust Accounting is a critical member of the Middle Office team at MTC Holding Corporation, responsible for non-trade related security processing. This role involves corporate actions, preparation of common trust fund valuations, setup and pricing of securities, and accurate processing of incoming and outgoing...

  • VP, Relationship Manager

    4 months ago

    Leawood, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...

  • VP, Relationship Manager

    4 months ago

    Leawood, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re...

  • Senior Living Community Receptionist and Night Security

    4 weeks ago

    Leawood, Kansas, United States Tutera Senior Living & Health Care Full time

    Job Title: Receptionist & Night SecurityJob Summary: We are seeking a dedicated and compassionate Receptionist & Night Security to join our team at Mission Chateau Senior Living Community.Key Responsibilities:Provide administrative support to facility personnel, including greeting visitors and delivering morning papers to resident rooms.Ensure the security...

  • Middle Office Specialist

    2 weeks ago

    Leawood, United States MTC Holding Corporation Full time

    The Middle Office Specialist is a member of the Middle Office team which is responsible for non-trade related security processing, i.e. corporate actions, preparation of common trust fund valuations and the setup and pricing of securities. The accurate processing of incoming and outgoing free asset movement, cost basis adjustments and step-up basis...

  • Tax Senior Associate

    2 weeks ago

    Leawood, United States BerganKDV Full time

    DescriptionJob Summary: Creative Planning Tax, LLC is a part of Creative Planning, Inc. and works in conjunction with wealth managers to provide tax consulting and compliance services. The Tax Senior Associate works with Tax Managers & Directors to assist in preparing client deliverables. The Senior Associate will be responsible for initial preparation of...

  • LPN - Licensed Practical Nurse

    4 weeks ago

    Leawood, United States Sunrise Senior Living Full time

    Sunrise Senior Living was again certified as a Great Place to Work® by Activated Insights. This is the 7th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of. COMMUNITY NAME Sunrise of Leawood Job ID 2024-219099 JOB OVERVIEW "It makes me feel good knowing that we make the...

  • LPN - Licensed Practical Nurse

    4 weeks ago

    Leawood, Kansas, United States Sunrise Senior Living Full time

    Job Title: Licensed Practical NurseSunrise Senior Living is seeking a compassionate and skilled Licensed Practical Nurse to join our team. As a Licensed Practical Nurse, you will play a vital role in providing high-quality care to our residents, promoting their overall well-being, and enhancing their quality of life.Responsibilities:Identify ongoing needs...

  • LPN - Licensed Practical Nurse

    1 month ago

    Leawood, Kansas, United States Sunrise Senior Living Full time

    Job Title: LPN - Licensed Practical NurseAbout the Role:We are seeking a highly skilled and compassionate Licensed Practical Nurse (LPN) to join our team at Sunrise Senior Living. As a LPN, you will play a vital role in providing high-quality care to our residents, promoting their overall well-being, and enhancing their quality of life.Responsibilities:-...

  • Driver

    3 months ago

    Leawood, United States Five Star Senior Living Full time

    Work With Purpose At Five Star Senior Living, our people are the critical link to those we serve, and it is their vitality, energy, and caring nature that allows us to fulfill our mission of enriching and inspiring the journey of life. In addition to nurturing and advancing the lives of our residents, our team members enjoy meaningful opportunities for...

  • LPN - Licensed Practical Nurse

    4 weeks ago

    Leawood, Kansas, United States Sunrise Senior Living Full time

    Job Title: Licensed Practical Nurse - Senior Care SpecialistAt Sunrise Senior Living, we are committed to providing high-quality care to our residents. As a Licensed Practical Nurse - Senior Care Specialist, you will play a vital role in ensuring the overall well-being of our residents.Responsibilities:Identify ongoing needs and services of residents to...

  • Receptionist & Night Security | PT Night - Mission Chateau

    3 months ago

    Leawood, United States Tutera Senior Living & Health Care Full time

    Job Description: Receptionist & Night Security | Part-Time Nights Tutera Senior Living & Health Care Mission Chateau Senior Living Community - Prairie Village, KS Are you a Receptionist & Night Security seeking an exciting new career opportunity? Look no further! Mission Chateau Senior Living Community is seeking rockstars to join our team! If you are...

  • LPN - Licensed Practical Nurse

    4 weeks ago

    Leawood, Kansas, United States Sunrise Senior Living Full time

    Sunrise Senior Living is seeking a skilled Licensed Practical Nurse to join our team. As a Wellness Nurse, you will play a vital role in ensuring the overall well-being of our residents.Responsibilities:Identify ongoing needs and services of residents to promote high-quality resident services.Ensure proper follow-through and participate in evaluations and...

  • Senior Commercial Credit Underwriter

    2 weeks ago

    Leawood, United States CrossFirst Bank Full time

    OverviewThe Senior Commercial Credit Underwriter provides credit administration support and service to Banking teams. Perform independent credit analysis and risk assessment on larger and more complex credit relationships. Review and analyze borrower/guarantor financial information on an ongoing basis and assist with monitoring the financial performance of...

  • Senior Technical Architect

    4 weeks ago

    Leawood, Kansas, United States Ascend Learning Full time

    About the RoleWe are seeking a highly skilled Solution Architect to join our team at Ascend Learning. As a key member of our technical leadership team, you will be responsible for aligning business processes, implementing, and architecting solutions that meet our strategic business, financial, and technology objectives.Key Responsibilities* Provide technical...

  • Executive Support Specialist

    4 weeks ago

    Leawood, Kansas, United States Dechra Pharmaceuticals PLC Full time

    Job IntroductionDechra Pharmaceuticals PLC is a global specialist in veterinary pharmaceuticals, with a culture that thrives on values such as (D)edication, (E)njoyment, (C)ourage, (H)onesty, (R)elationships, and (A)mbition. We are seeking a highly organized and detail-oriented individual to join our team as an Executive Assistant.Role ResponsibilitiesThe...

  • Service Desk I

    2 months ago

    Leawood, United States SelectQuote Full time

    Company Overview: More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both...

  • Consumer Loan Documentation Specialist II

    3 months ago

    Leawood, United States CrossFirst Bank Full time

    Overview: The Consumer Loan Documentation Specialist II documents and processes community banking loans, which includes consumer residential loans, consumer non-residential and small business loans and ensures loans are documented accurately, efficiently, timely and in accordance with Bank and regulatory requirements. Responsibilities: Utilize loan...

  • Tax Professional

    4 weeks ago

    Leawood, Kansas, United States Cetera Financial Group Full time

    About the Role:We are seeking a highly motivated and detail-oriented Tax Professional to join our team at Cetera Financial Group. As a Tax Professional, you will work closely with our tax team to prepare business and personal tax returns for our clients.Key Responsibilities:Prepare tax returns from beginning to endCommunicate with clients to gather necessary...

  • Territory Sales Manager

    1 day ago

    Leawood, United States Staples Full time

    Quill is a valuable part of the Staples family of brands. Since 1956, Quill has held its position as a leader in office supplies. Acquired by Staples in 1998, Quill delivers the essential services, solutions, and award-winning customer support to help our customers and our people thrive. When you partner with Quill, as a customer or as an associate, every...