Senior Trust Officer - Leawood, United States - MTC Holding Corporation

MTC Holding Corporation Leawood, United States

5 days ago

Description

Senior Trust Officer

Midwest Trust Company - Overland Park, KS

As a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on behalf of our clients.

Your expertise in trust administration, fiduciary responsibilities, and client relationship management will ensure the effective execution of trust services while maintaining compliance with legal and regulatory requirements.

Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.

Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.

Responsibilities:

Trust Administration :

Oversee the administration of trust accounts, including establishing trusts, managing trust assets, and ensuring compliance with trust agreements and applicable laws.

Client Relationship Management :

Serve as the primary point of contact for high-net-worth clients, addressing their inquiries, providing guidance on trust-related matters, and cultivating strong relationships to understand their financial goals and needs.

Fiduciary Duties:

Fulfill fiduciary responsibilities by acting in the best interests of trust beneficiaries, making prudent investment decisions, and executing trust distributions and disbursements accurately and timely.

Asset Management:

Partner with Portfolio Managers to develop and implement investment strategies for trust assets in alignment with clients' risk tolerance, investment objectives and applicable legal requirements.

Risk Management:

Assess and mitigate risks associated with trust administration, investment activities, and regulatory compliance, ensuring the protection of client assets and interests.

Compliance:

Stay abreast of regulatory changes and ensure adherence to trust laws, tax regulations, and industry standards to maintain compliance and mitigate legal risks.

Documenting and Reporting:

Prepare and maintain accurate trust documentation, including trust agreements, investment records, and financial reports, and provide comprehensive reporting to clients and regulatory authorities as required.

Team Collaboration:

Collaborate with internal Trust Experts, including Portfolio Managers, Legal and Compliance to address complex trust issues, resolve client concerns, and optimize trust administration processes.

Assist clients with inquires, request and account maintenance.
Coordinate client meetings, prepare meeting materials, and assist with follow-up tasks as needed.
Maintain accurate client records and documentation.

Requirements

Qualifications:
Bachelor's degree in finance, business administration, or related field, advanced degree preferably a law degree and/or professional certifications (e.g., CTFA, CFP, CFA preferred)

Extensive experience (5+ years) in trust administration, estate planning, or wealth management preferably within a trust company or financial institution.

In-depth knowledge of trust laws, fiduciary responsibilities, investment principles, and tax implications related to trust accounts.
Strong analytical skills with the ability to assess complex financial situations and develop strategic solutions.
Excellent communication and interpersonal skills for effectively interacting with clients, colleagues, and external stakeholders.
Proficiency in trust administration software and Microsoft Office suite.
Commitment to upholding ethical standards, maintaining confidentiality, and delivering exceptional service to clients.

Benefits :
Competitive salary and performance based incentive. The company provides a competitive new business incentive program allowing marketing-oriented Trust Administrators the opportunity to significantly increase compensation. The position is not required to meet new annual business goals or have a marketing focus.
Comprehensive top tier health, retirement, and wellness benefits. The firm pays 100% of medical plans for individual and family minus nominal premium for spousal coverage. 401k, profit sharing plan, Paid Time Off, Extended Sick Leave and Paid Holidays.
Opportunities for professional development.
A supportive and collaborative work environment with a focus on work life balance.

Join our team at Midwest Trust Company and make a meaningful impact by helping clients achieve their financial goals through expert trust administration and personalized service.

Midwest Trust Company is an Equal Opportunity Employer

Trust Officer

5 days ago

Mariner Wealth Advisors Leawood, United States

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 genuine ...
Trust Officer

5 days ago

Gpac Kansas City, United States

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: · Bachelors degree o ...
trust officer

1 week ago

Hawthorn Bank Kansas City, United States

TRUST OFFICER · SUMMARY · Oversee a small book of trust and investment management accounts. Responsible for the development and retention of personal trust and investment management business. With the objectives of developing new accounts and quality service to customers. · ESSEN ...
Senior Trust Officer

2 days ago

National Advisors Trust Company Kansas City, United States

Overview: · Founded in 2001, National Advisors Holding, Inc. ("NAH"), along with National Advisors Trust Company, its wholly owned federally chartered trust company, and National Advisors Trust of South Dakota, Inc., its wholly owned South Dakota chartered trust company, provide ...
Senior Trust Officer

1 week ago

National Advisors Trust Company Kansas City, United States

Overview: · Founded in 2001, National Advisors Holding, Inc. ("NAH"), along with National Advisors Trust Company, its wholly owned federally chartered trust company, and National Advisors Trust of South Dakota, Inc., its wholly owned South Dakota chartered trust company, provides ...
Senior Trust Officer

1 week ago

NPAworldwide Kansas City, United States

We are seeking a Senior Trust Officer with in-depth trust knowledge, a thorough understanding of policies and procedures, and the ability to provide top-tier client service. This role requires an individual who can serve as a resource and mentor for team members while ensuring tr ...
Trust Officer I

1 month ago

Bank of America Kansas City, United States OTHER

Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
VP, Actuary – US Pricing

3 weeks ago

SCOR Leawood, United States

This position will contribute to thought leadership in regard to the ongoing evolution of standards and assessment methodologies related to key pricing assumptions. While collaborating with the Global Pricing, Underwriting, and Experience Analysis teams, this individual will stri ...
Senior Tax Associate

3 weeks ago

NDH Group Ltd Leawood, United States

Senior Tax Associate - State and Local Tax · Senior Tax Associate - State and Local TaxNDH Advisors LLC ("NDH") is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting and personal finance services to dynamic businesses, high net-worth individual ...
Sales Account Manager

3 weeks ago

Powered By MRP Park City, United States

About Powered by MRP · Powered by a trusted technology-driven side-by-side managed marketplace, Powered by MRP provides the world's largest selection of new and pre-owned medical equipment, pharma, supplies, and managed services from the MedTech industry's top companies. We help ...
3rd Deck Officer

3 weeks ago

Carnival UK Overland Park, United States

3rd Deck Officer · We are currently sourcing candidates for our Talent Pools to fill anticipated roles in 2024/2025/2026. · Please note that throughout the Recruitment & On-boarding process you may not be advised of a start date. If you are successful, sufficient notice will be p ...
Assistant Front Office Manager

1 week ago

Davidson Hospitality Overland Park, United States Regular Full time

Overview · We are seeking a highly motivated and detail-oriented Assistant Front Office Manager to join our team In this role, you will assist the Front Office Manager in overseeing the daily operations of the front desk, ensuring the highest level of customer service is provide ...
Therapist- Licensed Mental Health Therapist

8 hours ago

LifeStance Health Overland Park, United States OTHER

Job Description We offer Therapists: The ability to work with the child and adolescent populations - ages 4-11 · Unlimited/uncapped earning potential that can exceed $75,000-$104,000 · Great benefits including medical, dental, vision, 401(k) with match, paid parental leave, 3 w ...
Customer Service Specialist

1 week ago

LHH Overland Park, United States

Customer Service Representative · LHH Recruitment Solutions is looking for Customer Service candidates for a Client job opening in Overland Park, KS. In this role you would be responsible for providing effective customer support and maintaining strong customer relationships. You ...
General Clerk I

3 weeks ago

Brillient Overland Park, United States Full time

Job Details · General Clerk I - Overland Park, KS 1st & 2nd shift · What makes Brillient a GREAT fit for you? · When you join Brillient, you become part of an award-winning Full Spectrum Digital Transformation company focused on helping agencies in the continuum of analog, to ...
General Clerk I: Overland Park, KS

3 days ago

Brillient Overland Park, United States Full time

Job Details · General Clerk I · GENERAL CLERK I · What makes Brillient a GREAT fit for you? · When you join Brillient, you become part of an award-winning Full Spectrum Digital Transformation company focused on helping agencies in the continuum of analog, to digital, to analyt ...
Senior Private Banker

3 weeks ago

Heartland Financial USA, Inc. Overland Park, United States

HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.HTLF is ...
Tax Manager

3 weeks ago

PYA Overland Park, United States Full time

Job Details · Description · You can research our rankings, awards, growth, and accolades. You can see we've achieved 40 years of growth, that we've maintained private ownership, that we work in every state with some of the largest brands in the world and with local businesses o ...
Deputy Chief Information Officer, Infrastructure and Operations

2 days ago

InsideHigherEd Overland Park, United States Executive Administration Jobs ,

· Johnson County Community College · Position, Department: Deputy Chief Information Officer, Infrastructure and Operations, Operations · Type of Position: Full-time Salaried, Exempt · Work Schedule, Hours per week: Monday-Friday, 8:00 AM to 5:00 PM, 40 hours per week · Pay Range ...
Construction Module Manager

1 day ago

Black & Veatch Overland Park, United States Full time

Job Summary · By joining our BV Construction group, you will have the ability to develop and enhance your skills in an on-site, hands-on environment. We are committed to providing our construction professionals with expert training, career development, and career advancement to a ...