Trust Officer
3 weeks ago
We are seeking a skilled Trust Officer to join our team at Career 1 Source. As a Trust Officer, you will be responsible for managing client portfolios, engaging with clients, and contributing to their financial well-being.
Key Responsibilities:- Account Administration: Manage and administer client accounts, ensuring compliance with policies and regulations.
- Investment Management: Oversee investment strategies and make informed decisions to maximize client portfolios.
- Client Engagement: Meet with current and potential clients to provide exceptional service and expand client relationships.
- Financial Planning: Advise clients on retirement and estate planning, including required minimum distributions (RMDs).
- Educational Background: Bachelor's degree in business, business administration, accounting, or finance.
- Professional Skills: Exceptional time management, communication, and customer service skills.
- Technical Proficiency: Basic knowledge of financial markets and investment processes, as well as strong math and computer skills.
- Personal Attributes: High level of accountability, efficiency, accuracy, professional appearance, and courteous manner.
- Interpersonal Skills: Excellent leadership and interpersonal skills, with the ability to build and maintain strong relationships with clients and stakeholders.
- Mobility: Ability to travel for business as required, with a valid driver's license.
- Sales Skills: Strong sales skills are an advantage.
- Career Growth: Opportunities for professional development and career advancement.
- Competitive Compensation: Attractive salary and benefits package.
- Work-Life Balance: Flexible work arrangements to support a healthy work-life balance.
- Collaborative Environment: A supportive team culture that fosters teamwork.
We are an equal opportunity employer and welcome applications from qualified candidates. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.
-
Security Officer
5 days ago
Kansas City, Kansas, United States Citadel Security Full timeAbout the RoleCitadel Security USA is seeking a highly skilled and experienced Security Officer to join our team. As a Security Officer, you will be responsible for ensuring the safety and security of our clients' sites, employees, vendors, visitors, and the general public.Key ResponsibilitiesConduct physical patrols of the facility to detect and deter...
-
Multi Site Security Officer
4 weeks ago
Kansas City, Kansas, United States Securitas Security Services USA, Inc. Full timeMulti Site Security Officer Job SummaryWe are seeking a highly skilled and dedicated Multi Site Security Officer to join our team at Securitas Security Services USA, Inc. As a Multi Site Security Officer, you will be responsible for providing exceptional customer service to our clients and their guests while ensuring the safety and security of our clients'...
-
Security Officer All Shifts
6 days ago
Kansas City, Kansas, United States Securitas Security Services USA, Inc. Full timeSecurity Officer All ShiftsWe 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 ensuring the safety and security of our clients' premises and assets.Key Responsibilities:Conduct patrols throughout the shift to monitor the premises and...
-
Facilities Maintenance Specialist
4 weeks ago
Kansas City, Kansas, United States KBS Full timeAbout KBSKBS, a leading provider of facility services, is seeking a skilled Custodian / Cleaner to join our team. Our company values trust, reliability, innovation, and service, and we strive to create a positive work environment for all employees.Job SummaryWe are looking for a detail-oriented and hardworking individual to maintain the cleanliness and...
-
Customer Success Professional
6 days ago
Kansas City, Kansas, United States SafetyCulture Full timeAbout the RoleSafetyCulture is a global leader in the SaaS industry, dedicated to helping distributed working teams improve every day. As a Customer Success Manager, you will play a critical role in driving deep product activation and engagement among our customers.Key ResponsibilitiesManage a portfolio of customers to proactively drive product adoption and...
-
Customer Success Manager
2 days ago
Kansas City, Kansas, United States SafetyCulture Full timeAbout the RoleSafetyCulture is a global, product-led SaaS company with a mission to help distributed working teams improve every day. We're a mobile-first operations platform that empowers workers to have a voice, and leaders to gain visibility, making better decisions in the workplace daily. Our mission is to unite teams to become a force for improvement in...
-
Territory Sales Representative
1 month ago
Kansas City, Kansas, United States US Foods Full timeJob Summary We are seeking a highly motivated and results-driven Territory Sales Representative to join our team at US Foods. As a Territory Sales Representative, you will be responsible for fostering customer relationships, managing deliveries, and driving sales growth in your assigned territory. Key Responsibilities Foster customer relationships and...
-
Senior Account Executive
2 weeks ago
Kansas City, Kansas, United States SafetyCulture Full timeAbout SafetyCultureSafetyCulture is a pioneering global SaaS company dedicated to empowering distributed working teams to improve continuously. Our mobile-first operations platform gives workers a voice and leaders visibility, enabling better decision-making in the workplace every day.Our MissionWe strive to unite teams to become a force for improvement in...
-
Campus Worship Director
3 days ago
Kansas City, Kansas, United States Abundant Life Church Full timeAbout the RoleThe Campus Worship Leader is a key position at Abundant Life Church, responsible for leading the Sunday morning worship experience at the Crossroads campus. This role requires a trained musician with band leadership experience and excellent communication skills.Key ResponsibilitiesPlan and execute all worship services at the Crossroads campus,...
-
Account Manager
2 weeks ago
Kansas City, Kansas, United States SafetyCulture Full timeAbout SafetyCultureSafetyCulture is a global, product-led SaaS company with a mission to empower distributed working teams to improve every day.We're a mobile-first operations platform that gives workers a voice and leaders visibility to make better decisions in the workplace. Our mission is to unite teams to become a force for improvement in any...
-
EHS Site Lead
2 weeks ago
Kansas City, Kansas, United States FUCHS Full timeAbout the RoleFUCHS is seeking a highly skilled EHS Site Lead to join our team in Kansas City. As a key member of our Regional EHS Team, you will play a critical role in building a best-in-class EHS culture and system at our location.ResponsibilitiesIdentify and communicate emerging product safety, environmental, and transportation regulations.Pull and...
-
Account Supervisor
2 days ago
Kansas City, Kansas, United States Hospitality Staffing Solutions Group Llc Full timeJob DescriptionHospitality Staffing Solutions Group LLC is the largest national hospitality staffing company, serving over 900 hotels nationwide. Our commitment to quality has earned us the trust and respect of top hotel brands.We are seeking an Account Supervisor to support our Kansas City, KS office. This role is responsible for staffing clients' open...
-
Funeral Ambassador
4 weeks ago
Kansas City, Kansas, United States Park Lawn Memorial Group, LLC. Full timeJob SummaryWe are seeking a Funeral Ambassador to join our team at Park Lawn Memorial Group, LLC. As a Funeral Ambassador, you will play a vital role in ensuring that our client families and their guests receive exceptional service and support during the funeral and memorialization process.Key ResponsibilitiesGreets and directs client families and their...
-
School Partnership Coordinator
3 weeks ago
Kansas City, Kansas, United States Unbound Full timeJob OverviewUnbound is seeking a highly motivated and experienced School Partnership Coordinator to join our team. The successful candidate will be responsible for building and nurturing relationships with schools across the Midwest region, including public and private institutions. This role will serve as the key contact for school partner relationships and...
-
Affiliate Relations Coordinator
4 days ago
Bird City, Kansas, United States Greater Northwest Kansas Community Foundation Full timeJob SummaryThe Affiliate Relations Coordinator will play a crucial role in fostering relationships between the Greater Northwest Kansas Community Foundation and its Affiliates. This position will be responsible for ensuring that Affiliates fully leverage the foundation's services while meeting the objectives of all initiatives.The ideal candidate will...
-
Experienced Tax Professional
6 days ago
Junction City, Kansas, United States Jackson Hewitt Full timeAbout the RoleWe are seeking a highly skilled and experienced Tax Preparer to join our team at Jackson Hewitt. As a Seasonal Experienced Tax Preparer, you will play a critical role in guiding our clients through the tax codes, rules, and processes with integrity, quality, and consistency.Key ResponsibilitiesProvide expert guidance and explanations to clients...
-
Experienced Tax Professional
5 days ago
Junction City, Kansas, United States Jackson Hewitt Full timeAbout the RoleWe are seeking a highly skilled and experienced Tax Preparer to join our team at Jackson Hewitt. As a Seasonal Experienced Tax Preparer, you will play a critical role in guiding our clients through the tax codes, rules, and processes with integrity, quality, and consistency.Key ResponsibilitiesProvide expert guidance and explanations to clients...
-
Senior Trust Officer
4 weeks ago
Kansas City, United States National Advisors Trust Company Full timeOverview: Founded in 2001, National Advisors Holding, Inc. ("NAH"), along with National Advisors Trust Company, its wholly owned federally chartered trust company, and National Advisors Trust of South Dakota, Inc., its wholly owned South Dakota chartered trust company, provides corporate directed trustee and custodial services to the financial services...
-
Trust Officer
4 weeks ago
Kansas City, United States Career 1 Source Full timeJob DescriptionTrust Officer Are you a driven professional with a keen understanding of investment management and financial planning? We are seeking a dynamic Trust Officer to join our Trust Department. This role offers an exciting opportunity to manage client portfolios, engage with clients, and contribute to their financial well-being. If you have a...
-
Trust Officer
7 hours ago
Kansas City, Missouri, United States Career 1 Source Full timeAbout the Role:Career 1 Source is seeking a skilled Trust Officer to join our team. As a Trust Officer, you will be responsible for managing client portfolios, engaging with clients, and contributing to their financial well-being.Key Responsibilities:Manage and administer client accounts, ensuring compliance with policies and regulations.Oversee investment...
-
Trust Officer
1 month ago
Watford City, United States Gpac Full timeTrust OfficerThis role is for a banking professional to service 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:Bachelor’s degree or equivalent.JD and/or Masters degree preferred2+ years of relevant trust administration...
-
Trust Officer
4 weeks ago
Rapid City, South Dakota, United States IQ-EQ Full time{"h1": "Job Opportunity at IQ-EQ", "p": "We are seeking a skilled and motivated individual to join our team as a Trust Officer. As a Trust Officer, you will be responsible for coordinating investment and distribution activities, interacting with families and their trusted advisors to implement investment strategies and manage cash flow. You will also assist...
-
Trust Officer
2 weeks ago
Watford City, North Dakota, United States Gpac Full timeTrust Officer Role OverviewThis is a banking professional position that focuses on servicing trusts and investments. The role involves building relationships with customers across generations, servicing private and corporate trust accounts, and collaborating with internal partners.Trust Officer Qualifications and ResponsibilitiesBachelor's degree or...
-
Trust Officer
1 month ago
Oklahoma City, Oklahoma, United States BOK Financial Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to join our team at BOK Financial Corporation Group. As a Trust Officer, you will be responsible for administering personal trust, custody, and estate accounts, providing exceptional service to our clients and ensuring compliance with governing instruments, state and federal law, and fiduciary...
-
Trust Officer
2 weeks ago
Oklahoma City, Oklahoma, United States BOK Financial Full timeJob SummaryBOK Financial is seeking a skilled Trust Officer to administer personal trust, custody, and estate accounts. The ideal candidate will have a strong understanding of trust and probate law, as well as excellent analytical and problem-solving skills.Key ResponsibilitiesAdminister assigned accounts in accordance with governing instruments, applicable...
-
Trust Officer
3 weeks ago
Watford City, North Dakota, United States Gpac Full timeTrust Officer Job DescriptionThis role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.Key Responsibilities:Responsible for trust account servicing, including ongoing account reviews, discretionary distribution...
-
Senior Trust Officer
3 weeks ago
Rapid City, South Dakota, United States Westport One Full timeSenior Trust OfficerWe are seeking a highly skilled Senior Trust Officer to join our team at Westport One. This is a salaried position with bonus opportunities and excellent benefits, including 100% paid medical benefits, dental, and vision.About the Role:The Senior Trust Officer will report to the Director of the Trust Group and will be responsible for...
-
Senior Trust Officer
4 weeks ago
Rapid City, United States Westport One Full timeSenior Trust OfficerOur client is looking for a Senior Trust Officer. This position will report to the Director of the Trust Group. They have an office consisting of about 15 employees that is continuing to grow! The qualities needed to be successful with this firm are growth-orientatation, open/honest/vulnerability, adaptive to change, & can-do attitude....
-
Senior Trust Officer
4 weeks ago
Rapid City, United States Westport One Full timeSenior Trust OfficerOur client is looking for a Senior Trust Officer. This position will report to the Director of the Trust Group. They have an office consisting of about 15 employees that is continuing to grow! The qualities needed to be successful with this firm are growth-orientatation, open/honest/vulnerability, adaptive to change, & can-do attitude....
-
Trust Officer
4 months ago
Oklahoma City, United States BOK Financial Full timeReq ID: 75217 Location: Oklahoma City -OKC Areas of Interest: Trust Pay Transparency Salary Range: Not Available Application Deadline: 08/07/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA...
-
Trust Officer
4 days ago
Rapid City, South Dakota, United States IQ-EQ Full timeJob OverviewIQ-EQ is a specialized trust company that provides flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors.Key ResponsibilitiesCoordinate investment and distribution activities, interacting with families and their advisors to implement investment strategies and manage cash flow.Assist with...
-
Trust and Estate Paralegal
2 weeks ago
Kansas City, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionTrust and Estate Paralegal Job DescriptionAre you a detail-oriented people person who thrives in a professional environment? Do you want to be part of a dynamic team where creativity and professional passion are encouraged? We have the perfect role for an engaging professional like you!LHH is seeking a Trusts & Estates Paralegal...
-
Business Development Officer
4 weeks ago
Traverse City, Michigan, United States Greenleaf Trust Full timeAbout This RoleWe are seeking a highly motivated and experienced Business Development Officer to join our team at Greenleaf Trust. As a Business Development Officer, you will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of the company.Key ResponsibilitiesNew Business DevelopmentSource new...
-
Business Development Officer
5 days ago
Traverse City, Michigan, United States Greenleaf Trust Full timeBusiness Development OpportunityGreenleaf Trust is seeking a skilled Business Development Officer to originate new business and promote the company's visibility in the community.Key Responsibilities:Source new business by building relationships with prospects, referral sources, and centers of influence.Represent Greenleaf Trust at community events, financial...
-
Cybersecurity Compliance Officer
5 days ago
Kansas City, Missouri, United States DES Growth Partners Full timeJob Title: Trust Compliance Officer & Cybersecurity SpecialistAt DES Growth Partners, we are seeking a highly skilled Trust Compliance Officer & Cybersecurity Specialist to join our team.Job Summary:We are looking for a seasoned professional with a strong understanding of compliance and regulatory requirements, including BSA/AML/OFAC laws. The ideal...
-
Cybersecurity Compliance Officer
3 weeks ago
Kansas City, Missouri, United States DES Growth Partners Full timeJob Title: Trust Compliance Officer Cybersecurity SpecialistJob Summary:We are seeking a highly skilled Trust Compliance Officer Cybersecurity Specialist to join our team at DES Growth Partners. As a key member of our organization, you will play a critical role in ensuring the compliance and security of our trust programs.Key Responsibilities:Review and...
-
Special Assets Officer I
5 days ago
Jefferson City, Missouri, United States First Mid Bank & Trust Full timeJob SummaryWe are seeking a highly skilled Special Assets Officer I to join our team at First Mid Bank & Trust. This role will be responsible for managing a portfolio of classified assets, minimizing losses, and maximizing recoveries on loans and repossessed assets.Key ResponsibilitiesIdentify and mitigate potential losses on assigned loan portfolios through...