Job Description
City Jefferson City State/Province Missouri Qualifications:
- Bachelor's degree in finance, business, or accounting - Minimum 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 - Ability to analyze legal documents and make sound fiduciary decisions - Detail-oriented and collaborative problem solver - Excellent written, verbal, and interpersonal communication skills - Advanced degree or certification (JD, LLM, CPA, CTFA) preferred - 15 or more years of experience in fiduciary administration, estate planning, or related wealth management field preferred
Senior Wealth Management Trust Officer
The Senior Wealth Management Trust Officer at **MEMBERS ONLY**SIGN UP NOW*** in Jefferson City, Missouri is responsible for managing a wide variety of trust and estate accounts and relationships. They provide legendary client service and guidance on financial planning and estate planning issues, while working with a team of professionals. This is a full-time, regular position with standard work hours of Monday to Friday from 8:00am to 4:30pm.
Responsibilities:
- Administer trusts, estates, individual retirement accounts, and investment management accounts - Manage all administrative and fiduciary functions in accordance with trust documents, legal requirements, and company policies - Offer wealth management ideas to clients regarding estate planning and tax concerns - Develop and maintain relationships with clients and their families - Manage accounts with complex situations and changing needs - Communicate with external professionals and affiliate bank referral sources - Work collaboratively in a team environment
Qualifications:
- Bachelor's degree in a related field such as finance, business, or accounting - Minimum 10 years of experience in fiduciary administration, estate planning, or related wealth management field - Thorough knowledge of trust and estate administration, including multigenerational trusts - Familiarity with fiduciary laws and regulations - Ability to interpret legal documents and make sound fiduciary judgments - Detail-oriented with strong problem-solving skills - Excellent communication skills, both written and verbal - Advanced degree or certification (JD, LLM, CPA, CTFA) preferred - 15 or more years of experience in fiduciary administration, estate planning, or related wealth management field preferred
Salary Information:
The salary for this position is competitive and will be based on qualifications and experience.
Experience Information:
- Minimum of 10 years of experience in fiduciary administration, estate planning, or related wealth management field - Advanced degree or certification (JD, LLM, CPA, CTFA) preferred - 15 or more years of experience in fiduciary administration, estate planning, or related wealth management field preferred
Company: **MEMBERS ONLY**SIGN UP NOW*** Location: Jefferson City, Missouri Department: Trust Jefferson City-021503 Position Type: Full Time - Regular Work Hours: Monday - Friday 8:00am - 4:30pm Area of Interest: Trust Services Work Location Options: On-Site
Senior Wealth Management Trust Officer Overview
**MEMBERS ONLY**SIGN UP NOW*** is seeking a Senior Wealth Management Trust Officer to join our team in Jefferson City, Missouri. We are a fee-only wealth management firm that prides ourselves on providing legendary client service and adhering to our Midwest values. With over 120 years of experience, we offer investment management, fiduciary services, and financial, estate, and tax planning solutions.
Job Summary
As the Senior Wealth Management Trust Officer, you will be responsible for managing a wide variety of trust and estate accounts and relationships. This includes testamentary, revocable, and irrevocable trusts, charitable foundations, guardianships, and special needs trusts. You will provide legendary service to our wealth management clients and offer guidance on financial and estate planning concepts, as well as gift, estate, and income tax issues. You will also work with a team of professionals, such as attorneys and CPAs, to ensure the best outcomes for our clients.
Job Duties
- Administer trusts, estates, individual retirement accounts, and investment management accounts - Manage accounts in accordance with trust documents, legal requirements, and company policies - Provide wealth management ideas to clients regarding estate planning and tax concerns - Develop and maintain relationships with clients and their families - Manage accounts with complex situations and changing needs - Communicate with external professionals and affiliate bank referral sources - Work collaboratively in a team environment
Qualifications
- Bachelor's degree in a related field such as finance, business, or accounting - Minimum 10 years of experience in fiduciary administration, estate planning, or related wealth management field - Thorough knowledge of trust and estate administration, including multigenerational trusts - Familiarity with fiduciary laws and regulations - Ability to interpret legal documents and make sound fiduciary judgments - Detail-oriented with strong problem-solving skills - Excellent communication skills, both written and verbal - Advanced degree or certification (JD, LLM, CPA, CTFA) preferred - 15 or more years of experience in fiduciary administration, estate planning, or related wealth management field preferred
Salary Information
The salary for this position is competitive and will be based on qualifications and experience.
Experience Information
- Minimum of 10 years of experience in fiduciary administration, estate planning, or related wealth management field - Advanced degree or certification (JD, LLM, CPA, CTFA) preferred - 15 or more years of experience in fiduciary administration, estate planning, or related wealth management field preferred
