officer - Topeka, KS, United States - GPAC

    GPAC
    GPAC Topeka, KS, United States

    1 month ago

    GPAC background
    Description
    Trust Officer A Trust Officer is a banking professional who services trusts and investments. This role can service private and corporate trust accounts.
    Bachelor's degree or equivalent
    ~ 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 bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.
    Microsoft Excel skills required

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    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.