- Review and administer trusts in accordance with the document and governing statutes.
- Prepare new account openings and closings by reviewing the trust instrument and all necessary documents.
- Fulfill and coordinate fiduciary duties including, but not limited to, discretionary distributions, tax preparation and account maintenance.
- Complete administrative account reviews in coordination with wealth advisors.
- Educate and build relationships with wealth advisors, their clients and estate planning professionals.
- Assist with the coordination of investment, financial, estate, and income tax planning to support wealth advisors in achieving specific wealth transfer and philanthropic objectives for their clients.
- Remain current on relevant tax law and wealth transfers strategies and communicate to various user groups within the firm; develop technical content to educate wealth advisors and clients.
- Communicate effectively with clients and their wealth advisors on all trust administration and asset management objectives.
- Identify and mitigate risks that could be incurred in connection with a trust or an estate, consistent with applicable policies and procedures.
- Participate alongside business development officers to assist with client prospecting efforts.
- Minimum five years of trust administration experience with strong knowledge and proven technical proficiency in administering various irrevocable trusts.
- In-depth understanding of complex estate planning strategies and experience
- summarizing estate plans, including wills, trusts, powers of attorney, and health care directives.
- Bachelor's degree in finance or business-related field; Juris Doctorate (JD) preferred.
- Other designations preferred: CPA, CFP, CTFA.
- Experience with administration of family limited partnerships, closely-held businesses, estates settlement and special needs trusts, preferred.
- Excellent written and verbal communication skills.
- Strong client service and interpersonal skills.
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Trust Officer - Leawood, United States - Mariner Wealth Advisors
Description
Overview:
If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
We are seeking candidates for a Trust Officer position open for Mariner Trust Company. Mariner Trust Company offers corporate trustee and estate advisory services for clients of Mariner Wealth Advisors and multiple Registered Investment Advisors (RIAs). The Trust Officer will be responsible for the administration and compliance of trusts while maintaining excellent communication with multiple registered investment advisors (RIAs) who refer clients to the trust company. This role will also work closely with wealth advisors, their clients, and attorneys to review trust documents prior to acceptance and to summarize estate plans for clients and develop presentation materials, as needed, related to various estate planning topics.
Responsibilities:Mariner is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients first drives everything we do.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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Barrons Top RIA Firms: Barrons awarded 2023 #4, #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries. Rankings for were published in September of each award year and were based on June 30th data, including annual figures for the previous three years. No fee was paid for participation in the rankings; however, MWA has paid a fee to use the ranking. The rankings are based on firm surveys, and filings with the regulatory databases were used to cross-check the data provided. The rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics. The formula Barrons uses to rank firms is proprietary. The number of firms included in the rankings was: , , , , and The ranking does not indicate future performance, and there is no guarantee of future success. For additional information, visit
Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entitys Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website ). Registration of an investment adviser does not imply a certain level of skill or training.
