Jobs
>
Denver

    Trust Officer - Denver, United States - MRI Spokane

    MRI Spokane
    MRI Spokane Denver, United States

    1 week ago

    MRI Spokane background
    Description

    Job Details

    Description

    The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA's, etc.) and MidFirst Bank Officers. Objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and insurance agents. Duties will include, but are not limited to:

    • Build multi-generational relationships with members to retain assets held in a trust;
    • Maintain awareness of emerging products and services and new developments in the industry;
    • Keep current on all laws and regulations related to the administration of trust accounts;
    • Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts (e.g. irrevocable, IRA, distributing trusts, trust agency, etc.);
    • Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;
    • Provide recommendations to management regarding changes to transaction processing and account maintenance;
    • Act as educator and mentor to MidFirst employees regarding trusts, estate and related areas
    • Salary Range: $120, $160, Compensation is aligned to experience, skills and education. Benefits: The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan. Hours of paid leave may vary based on position.
    • Requirements
    • Bachelor's Degree, preferably in Finance or Business Administration
    • Deep connections to the Denver community including a proven track record of building relationships
    • Intermediate/Advanced knowledge of trust and estate services and applicable laws
    • Five years working experience in trust and estate administration and planning required; 5+ years of experience as a Trust Officer or Trust Relationship Manager responsible for a book of clients containing various types of trust, agency, and estate settlement accounts desired
    • CTFA or other trust certification desirable
    • Working knowledge of Microsoft Office and Windows operating environment
    • Working knowledge of trust accounting and related systems
    • Proven business development skills
    • Advanced proficiency in verbal and written communication
    • Excellent attention to detail
    • Ability to be effective under pressure
    • Advanced ability to prioritize and multi-task
    • Ability to professionally interact with all levels of employees and clients
    • Ability to respect and hold confidential information
    • Effectively work independently as required
    • Establish priorities and follow through to completion
    • Dependable, cooperative, flexible
  • Bank of Texas

    Trust Officer

    1 day ago

    Bank of Texas Denver, United States

    Summary · If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you · Job Description · The Trust Officer is respon ...

  • gpac

    Trust Officer

    9 hours ago

    gpac Denver, United States

    We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfe ...

  • BOK Financial

    Trust Officer

    3 weeks ago

    BOK Financial Denver, United States

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Select how often (in days) to receive an alert:Areas of Interest: Wealth Management; Relationship Management; TrustPay Transparency Salary Range: $105,000 - $130,000Application Deadline: 07/31 ...

  • BOK Financial

    Trust Officer

    3 days ago

    BOK Financial Denver, United States

    Req ID:74774 · Location: Denver -DEN · Areas of Interest: Wealth Management; Relationship Management; Trust · Pay Transparency Salary Range: $105,000 - $130,000 · Application Deadline: 07/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ ...

  • BOK Financial

    Trust Officer

    2 days ago

    BOK Financial Denver, United States

    Req ID: 74774 · Location: Denver -DEN · Areas of Interest: Wealth Management; Relationship Management; Trust · Pay Transparency Salary Range: $105,000 - $130,000 · Application Deadline: 07/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation ( ...

  • MRI Spokane

    Trust Officer

    3 weeks ago

    MRI Spokane Denver, United States

    Job Details · Description · The Trust Officer serves as a relationship manager to MidFirst Bank clients by providing support and advice in managing their trust and estate administration needs. This role will establish solid working relationships with clients and client agents ( ...

  • BOK Financial

    Senior Trust Officer

    3 weeks ago

    BOK Financial Denver, United States

    Select how often (in days) to receive an alert:Senior Trust Officer Areas of Interest: Wealth ManagementPay Transparency Salary Range: 160, ,000Application Deadline: 07/31/2024BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.- ...

  • BOK Financial

    Senior Trust Officer

    1 week ago

    BOK Financial Denver, United States

    Req ID: 74820 · Location: Denver -DEN · Areas of Interest: Wealth Management · Pay Transparency Salary Range: 160, ,000 · Application Deadline: 07/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financia ...

  • BOK Financial

    Senior Trust Officer

    1 week ago

    BOK Financial Denver, United States

    Req ID:74820 · Location: Denver -DEN · Areas of Interest: Wealth Management · Pay Transparency Salary Range: 160, ,000 · Application Deadline: 07/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial serv ...

  • BOK Financial

    Trust Officer

    3 weeks ago

    BOK Financial Denver, United States

    Req ID: 74774 · Location: Denver -DEN · Areas of Interest: Wealth Management; Relationship Management; Trust · Pay Transparency Salary Range: $105,000 - $130,000 · Application Deadline: 04/07/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDA ...

  • BOK Financial

    Senior Trust Officer

    3 weeks ago

    BOK Financial Denver, United States

    Select how often (in days) to receive an alert: · Senior Trust Officer · Areas of Interest: · Wealth Management · Pay Transparency Salary Range: · 160, ,000 · Application Deadline: · 07/31/2024 · BOK Financial, · Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (N ...

  • BOK Financial

    Senior Trust Officer

    3 weeks ago

    BOK Financial Denver, United States

    Req ID: 74820 · Location: Denver -DEN · Areas of Interest: Wealth Management · Pay Transparency Salary Range: 160, ,000 · Application Deadline: 07/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial ser ...

  • Infinity Ventures

    Computer scientist, system administrator, IT specialist

    3 weeks ago

    Infinity Ventures De Queen, United States

    De Queen is looking for a system administrator with experience in cloud computing, 1st and 2nd level support, Active Directory, Microsoft Office 365, and IT user support. The candidate should also have knowledge in IT, license management, Microsoft Windows, Microsoft 365, Microso ...

  • Skyline Enterprises

    IT System Administrator

    3 weeks ago

    Skyline Enterprises Confluence, United States

    About the Company · As an expert in end-user computing, we provide a high-performance operating system and efficient management solution for managing all end devices. With our solutions, employees can work remotely and flexibly - whether in a home office, office, or on the go, wi ...

  • LocumJobsOnline

    Locum Physician

    1 week ago

    LocumJobsOnline Denver, United States Full time

    LocumJobsOnline is working with Medicus Healthcare Solutions to find a qualified Endocrinology MD in Colorado · About The Position · Medicus is collaborating with an established client in central Colorado that has an opening for an Endocrinologist to provide locum coverage. · Abo ...

  • IWP Family Office

    Client Services Team Lead

    3 days ago

    IWP Family Office Denver, United States

    Position Summary: · The goal of the Client Services Lead (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients'. A successful candidate in the role w ...

  • ExecutiveID & Search

    Controller

    9 hours ago

    ExecutiveID & Search Denver, United States

    Our client is revolutionizing how accounting, tax and payroll services are provided to small businesses. We are on a mission to become the world's leading business services firm in accounting, tax, and financial services. Why? Because today's Accountants miss an opportunity to pa ...

  • Mercer Advisors

    Tax Associate

    6 days ago

    Mercer Advisors Denver, United States Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don't have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – "A fam ...

  • Shelton Capital Management

    Office Manager

    3 days ago

    Shelton Capital Management Denver, United States

    Shelton Capital Management is currently hiring an Office Manager to help with the organization and running of the daily administrative operations of the company. In this role, you'll oversee daily office operations, manage administrative tasks, and support the smooth functioning ...

  • La Quinta Denver - Airport / DIA

    Engineer

    3 weeks ago

    La Quinta Denver - Airport / DIA Denver, Colorado, United States Permanent

    Compensation Type: · Hourly · Highgate Hotels: · Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Franc ...