Trust Officer
1 day ago
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:
- Bachelor’s 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
- 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.
- Microsoft Excel skills required
Keep working and looking good while I help you make the right, discreet connections-
Vanessa.Wergin@gogpac.com
I am a recruiter and I love what I do...
I am driven to...
CONNECT.
I focus on a...
100% MATCH of company and talent...
call me CONFIDENTLY today...to start your best step ever...
(or to find that perfect new team member for hire)
605-809-8558
EXECUTIVE BANKING PLACEMENT EXPERT VANESSA WERGIN at direct line: 605-809-8558 TODAY
-
Trust Officer
1 week ago
Dodge City, KS, United States gpac Full timeJob Description 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: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
-
Trust Officer
2 weeks ago
Dodge City, KS, United States gpac Full timeJob Description 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: Bachelor’s degree or equivalent JD and/or Masters degree 5-7 years of relevant trust...
-
Mortgage Banking Officer
6 days ago
Garden City, KS, United States CATHOLIC CHARITIES OF CENTRAL WASHI Full timeWhen you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities. We...
-
Mortgage Banking Officer
2 weeks ago
Garden City, KS, United States CATHOLIC CHARITIES OF CENTRAL WASHI Full timeWhen you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities. We...
-
Mortgage Banking Officer
2 weeks ago
Garden City, KS, United States CATHOLIC CHARITIES OF CENTRAL WASHI Full timeWhen you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities. We...
-
Mortgage Banking Officer
1 week ago
Garden City, KS, United States CATHOLIC CHARITIES OF CENTRAL WASHI Full timeWhen you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities. We...
-
Mortgage Banking Officer
6 days ago
Garden City, KS, United States CATHOLIC CHARITIES OF CENTRAL WASHI Full timeWhen you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'll have an opportunity to make a real difference for our customers and our communities. We...
-
Office Manager
1 week ago
Garden City, KS, United States Bruckner Truck Full timeWHO WE ARE Bruckner Truck & Equipment is one of the largest family-owned semi truck dealerships in the United States. We currently operate in 40+ locations across 12 states, and we have over 1,500 team members. Bruckner's is more than just a place selling parts and working on trucks We are an essential business delivering solutions to transportation...
-
Loan Officer
2 weeks ago
Kansas City, KS, United States Cornerstone Capital Bank Full timeDescription Who we are: We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. What we are looking for: We're searching for a Loan Officer who's driven by relationships and results. You're the advisor clients trust to guide them through...
-
Plant HR Coordinator
1 day ago
Garden City, KS, United States empirical foods, inc. Full timeOverviewJoin Our Team and Make an Impact on Employee Experience We're looking for a detail-oriented HR Coordinator to support our growing team and help create a positive workplace culture, from welcoming new hires to supporting our team members throughout their journey with us. Why Join Us? As an HR Coordinator, you'll play a vital role in shaping our...