Trust Officer
$80,000 - $100,000/Yr
NPAworldwide - Kansas City, MO
posted about 2 months ago
Full-time - Senior
Kansas City, MO
Administrative and Support Services
About the position
The Trust Officer position at NPA WorldWide in Kansas City, MO, is a full-time role focused on administering various trust accounts with a commitment to accuracy and integrity. The role involves ensuring compliance with legal and regulatory requirements while providing exceptional client service. The Trust Officer will also mentor junior team members and stay updated on industry trends in trust administration and wealth management.
Responsibilities
- Administer a variety of trust accounts, including revocable, irrevocable, Crummey, and special needs trusts.
- Ensure all trust accounts comply with legal and regulatory requirements.
- Coordinate and oversee tax preparation with an outsourced CPA firm.
- Oversee the successful transfer of assets to and from the trust company.
- Coordinate with relationship managers for the annual review of trust accounts.
- Stay informed about industry trends and best practices in trust administration and wealth management.
- Mentor, support, and encourage junior team members.
Requirements
- Minimum of five years of experience in personal trust and estate planning.
- Bachelor's degree required; advanced degree such as JD or certifications like CTFA, CFP, AEP, or CPA are highly desirable.
- Strong knowledge of fiduciary law, trust administration, and estate planning.
- Understanding of risk and compliance in trust administration.
- Proven ability to engage and coach a team.
Benefits
- Opportunities for advancement
- Professional development
- Supportive and collaborative work environment
