Job Description
Incentive Bonus Eligible FLSA Status Exempt Job Title: Senior Wealth Management Trust Officer Salary: Competitive salary based on experience and qualifications Experience: Minimum 10 years of experience in fiduciary administration, estate planning, or related wealth management field Company: Central Trust Company Department: Trust St. Louis-021400
Overview - Central Trust Company is a fee-only wealth management firm with over 120 years of experience - Provides comprehensive wealth management solutions, including investment management, fiduciary services, and financial, estate, and tax planning services - Emphasizes legendary client service and Midwest values
Job Summary - The Senior Wealth Management Trust Officer will manage a variety of trust and estate accounts and relationships - Responsibilities include administering accounts in accordance with trust documents, applicable laws, and company policies - Will also provide guidance on financial planning, estate planning, and tax issues to clients and work with outside professionals such as attorneys and CPAs
Job Duties - Administer trusts, estates, individual retirement accounts, and investment management accounts - Manage all accounts in accordance with trust documents, legal requirements, and company compliance guidelines - Provide wealth management ideas to clients regarding estate planning and tax issues - Develop and deepen client relationships and maintain a collaborative environment with outside professionals
Requirements - Bachelor's degree in finance, business, or accounting - Minimum of 10 years of experience in fiduciary administration, estate planning, or related wealth management field - Knowledge and skills in trust and estate administration, including multigenerational trusts - Thorough understanding of fiduciary laws and regulations - Detail-oriented and able to problem solve in a collaborative manner - Excellent communication skills, both written and verbal
Preferred Qualifications - Advanced degree or certification (JD, LLM, CPA, CTFA) - 15 or more years of experience in fiduciary administration, estate planning, or related wealth management field
Position Type Full Time - Regular
Company Central Trust Company
Department Trust St. Louis-021400
Location Clayton, Missouri
Work Hours Monday - Friday 8:00am - 4:30pm
Standard Hours 40
Area of Interest Trust Services
Work Location Options On-Site
Incentive Bonus Eligible
FLSA Status Exempt
Salary Information - Competitive salary based on experience and qualifications - Bonus eligible
Experience Information - Minimum 10 years of experience in fiduciary administration, estate planning, or related wealth management field - Advanced degree or certification preferred
H1: Senior Wealth Management Trust Officer at Central Trust Company in Clayton, Missouri H2: Join Our Team and Provide Legendary Service to Wealth Management Clients
Key Points: - Senior Wealth Management Trust Officer position at Central Trust Company in Clayton, Missouri - Minimum 10 years of experience in fiduciary administration, estate planning, or related wealth management field - Bachelor's degree in finance, business, or accounting required - Advanced degree or certification (JD, LLM, CPA, CTFA) preferred - Competitive salary and bonus eligibility - Full-time, regular position with standard work hours of Monday-Friday 8:00am-4:30pm - Emphasis on legendary client service and Midwest values - Opportunity to work with a team of professionals and develop client relationships - Comprehensive wealth management solutions offered, free from conflicts of interest - Must have thorough knowledge of fiduciary laws and regulations and ability to analyze and interpret legal instruments - Detail-oriented with excellent communication skills - Collaborative and problem-solving mindset necessary for success in this role - On-site work location with bonus eligibility for incentives
Join our team at Central Trust Company and provide legendary service to our wealth management clients! We are a fee-only wealth management firm with over 120 years of experience, offering comprehensive solutions including investment management, fiduciary services, and financial, estate, and tax planning services. Our Midwest values and commitment to legendary client service set us apart in the industry.
As a Senior Wealth Management Trust Officer, you will use your minimum 10 years of experience in fiduciary administration, estate planning, or a related wealth management field to effectively manage a variety of trust and estate accounts and relationships. You will be responsible for administering accounts in accordance with trust documents, applicable laws, and company policies, while also providing guidance on financial planning, estate planning, and tax issues to clients. You will work closely with outside professionals such as attorneys and CPAs to ensure the best outcomes for our clients.
To be successful in this role, you must have a bachelor's degree in finance, business, or accounting, and preferably hold an advanced degree or certification (JD, LLM, CPA, CTFA). You should have a thorough understanding of fiduciary laws and regulations and be detail-oriented with excellent communication skills. A collaborative and problem-solving mindset is essential for this position, as you will be working with a team of professionals and managing complex situations for our clients.
We offer a competitive salary based on experience and qualifications, with bonus eligibility. This is a full-time, regular position with standard work hours of Monday-Friday 8:00am-4:30pm. Our office is located in Clayton, Missouri, and we offer on-site work options. Join our team and provide legendary service to our wealth management clients!
