- Review and administer trusts in accordance with the document and governing statutes.
- Analyze and research issues for investment advisors, as required.
- Review account documentation and ensure compliance with all laws, regulations, and internal policies.
- Prepare new account openings by reviewing trust instrument and all necessary documents.
- Correspond with prior trustees to ensure all proper documentation and information is received to ensure administrative continuity.
- Prepare instructions and coordinate with Operations to arrange for delivery of assets from prior custodians.
- Prepare and review funding agreements on splitting trusts and trusts resulting from settlement
- Initiate, prepare, review, and supervise account closing documentation and processing with Operations.
- Prepare Receipts, Releases, Refunding Agreements and Proposed Distribution Schedules, as needed. Coordinate and follow-up with Operations to ensure proper delivery of assets.
- Coordinate and act as liaison with investment advisors as necessary to complete annual administrative review, including but not limited to investment policy statements, beneficiary information and unique asset valuations.
- Conduct initial and periodic administrative account reviews on all trusts to review risk level, profitability, ensure compliance with governing documents, state law, tax requirements, and proper system coding.
- Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax compliance, and account maintenance on trust accounting system.
- Coordinate tax preparation, engagement letters, communication with CPAs, track, review and file tax returns, process tax payments, and process tax preparation fees.
- Prepare Crummey Notices and other required correspondence, requests, reports, etc.
- Maintain all fiduciary and administrative documents and history in an image-based document management system and CRM for each trust relationship for administrative management and continuity.
- Stay current regarding any developments in National and South Dakota trust law and communicate that information to trust team at NATC and how those developments may affect trust accounts.
- Educate and build relationships with our client RIAs, as well as their clients and estate planning professionals.
- Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.
- Additional duties and special projects as needed.
- Engage and mentor more junior members of the team.
- Schedule and host team huddles and meetings to address escalations and prioritize need.
- Prepare and provide management with reporting on key deliverables and metrics.
- Participate in committee meetings as necessary.
- Partner with Trust Counsel and Trust Consultants on business development and to provide trust and estate planning advice to potential clients.
- Participate in more complex company initiatives.
- High potential high performer who could be considered for advancement and back up to the Chief Fiduciary Officer
- Excellent verbal and written communications skills.
- Excellent analytical skills with the ability to exercise independent judgment consistent with guidelines.
- Strong attention to detail with a high degree of accuracy, and the ability to perform multiple tasks in a fast-paced team environment.
- Working independently and being able to effectively organize daily office operations to ensure sufficient handling and processing of information, record keeping, correspondence, and special project work.
- Ability to independently develop solutions to problems of moderate scope and complexity.
- Ability to organize and prioritize workflow to meet strict deadlines.
- Strong follow through and responsiveness.
- Ability to interact effectively with management and co-workers on a regular basis, be a team player
- Ability to maintain confidentiality.
- Undergraduate degree; JD preferred.
- CTFA, CFP, AEP, JD, or CPA (or 6 months away from obtaining certification).
- A minimum of eight (8) years' experience in personal trust administration and estate planning, experience in a directed trust environment preferred.
- Strong knowledge of fiduciary law, trust administration, and estate planning, coupled with problem solving and perseverance to bring challenges to resolution.
- Must be able to work in a risk-based culture and to identify legal and compliance issues.
- Microsoft Office applications (Word, Excel, Outlook, CRM, and PowerPoint).
- SunGard AddVantage strongly preferred.
- Must be able to remain in a stationary position for prolonged periods of time.
- Will occasionally move about inside the office to access file cabinets, office machinery, etc.
- Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
- Occasionally requires lifting objects that are 20 pounds to a height of 3-4 feet
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Senior Trust Officer - Kansas City, United States - National Advisors Trust Company
Description
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 corporate directed trustee and custodial services to the financial services industry and the clients they serve. NAH's strong and growing asset base make the company one of the nation's largest independent trust companies. Due to NAH's continued growth, they currently seek a Senior Trust Officer in their Kansas City office.
Responsibilities and Duties
Benefits: National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth. NAH offers a competitive salary.
Physical Requirements
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
