Trust Officer

3 weeks ago


Kansas City, Kansas, United States Career 1 Source Full time
Trust Officer Job Description

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).
Requirements:
  • 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.
What We Offer:
  • 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.


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