Talent.com
Trust Officer

Trust Officer

GpacHutchinson, Kansas, United States
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

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 :

  • Bachelor’s degree or equivalent
  • JD and / or Masters degree
  • 5-7 years of relevant trust administration experience
  • Strong teammate who enjoys collaboration with internal partners
  • CTFA, CFP, CFA, CES, or equivalent
  • Trust investment knowledge and / or experience with brokerage and / or delivery of trust services through alternative channels

Trust Officer Responsibilities :

  • Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
  • Actively participate in Trust Administrative Sub-Committee meetings
  • Perform administrative account reviews annually
  • Accountable for servicing and retention of existing accounts
  • Supervise and monitor new account establishment and funding
  • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review / approve payment of final expenses, a coordinate gathering of material / documents for the final income tax return and estate tax return, assist in settling other asset flow into trust / estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
  • Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
  • Lead and / or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)
  • This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.
  • Requirements :

  • Microsoft Excel skills required
  • Keep working and looking good while I help you make the right, discreet connections-

    Vanessa.Wergin@gogpac.com

    I am a recruiter and I love what I do...

    I am  driven  to...

    CONNECT.

    I  focus  on a...

    100% MATCH  of company and talent...

    call me  CONFIDENTLY  today...to start your best step ever...

    (or to find that perfect new team member for hire)

    605-809-8558

    EXECUTIVE BANKING PLACEMENT EXPERT  VANESSA WERGIN at direct line : 605-809-8558 TODAY!! <>

    I place these people : Loan Officer, Commercial Credit , CRE, C&I, Commercial & Industrial loans, BDO, Business Development Officer, Portfolio Manager, Relationship Manager, CLO, Commercial Loan Officer, Ag Loan Officer , Market President , Credit analysis, Credit analist, Underwriiting, Loan Officer , Senior Loan Officer, Business Banker, Loans Lender lending. @gpac #gpac #kansasbanking , #southDakotabanking bankers , mlo , Commercial Real Estate, Calling Officer , Chief Risk Officer , Chief Loan Officer , Chief Credit Officer , CLO, CFO , CCO, CEO , CIO, chief , finance, Trust Officer, Trust , Wealth Officer, Trust Administator , Trust , Financial advisor banking, bank, credit union, CU, President , Chief experience Officer, Chief Wealth Officer, Chief Operations Officer , bank cards, debit cards, merchant services, crop insurance sales. Recent experience required. I am a headhunter, not a miracle worker. I know Who is though.

    All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

    GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

    Create a job alert for this search

    Trust Officer • Hutchinson, Kansas, United States

    Related jobs
    • Promoted
    Interventional Cardiologist Needed for Locum Tenens Coverage at Facility in Northeastern Kansas

    Interventional Cardiologist Needed for Locum Tenens Coverage at Facility in Northeastern Kansas

    LocumTenens.comChase, KS, US
    Full-time
    Job Reference Id : ORD-198168-MD-KS.Dates Needed : October - Ongoing.Shift Type : Day Shift; Call; 24-Hour Call.Assignment Type : Inpatient. Outpatient.Board Certification Required : Yes.A Level II...Show moreLast updated: 3 days ago
    • Promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionMcpherson, Kansas, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border ProtectionMcpherson, Kansas, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 24 days ago
    • Promoted
    Travel Occupational Therapist – Inpatient Acute Rehab - $2,143 per week

    Travel Occupational Therapist – Inpatient Acute Rehab - $2,143 per week

    Host HealthcareHutchinson, KS, United States
    Full-time
    Host Healthcare is seeking a travel Occupational Therapist for a travel job in Hutchinson, Kansas.Job Description & Requirements. Host Healthcare Job ID #a1fVJ000006UtbVYAS.Pay package is based on 8...Show moreLast updated: 30+ days ago
    • Promoted
    OB / GYN Needed for Locum Tenens Coverage at Facility in Garden City, Kansas

    OB / GYN Needed for Locum Tenens Coverage at Facility in Garden City, Kansas

    LocumTenens.comChase, KS, US
    Full-time
    Job Reference Id : ORD-181570-MD-KS.Dates Needed : September - Ongoing.Assignment Type : Inpatient; Clinic.Board Certification Required : Yes. A facility is seeking an OB / GYN for locum tenens covera...Show moreLast updated: 3 days ago
    • Promoted
    Remote Opinion Contributor

    Remote Opinion Contributor

    Prime InsightsMcPherson, KS, US
    Remote
    Full-time
    Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 3 days ago
    • Promoted
    Travel CT Technologist

    Travel CT Technologist

    PRIDE HealthKingman, KS, US
    Full-time
    PRIDE Health is seeking a travel CT Technologist for a travel job in Kingman, Kansas.Job Description & Requirements.PRIDE Health is the minority-owned healthcare recruitment division of Pride G...Show moreLast updated: 30+ days ago
    • Promoted
    Medical Review Officer Opportunity - 100% Administrative

    Medical Review Officer Opportunity - 100% Administrative

    AMN HealthcareHutchinson, KS, US
    Full-time
    Job Description & Requirements.Medical Review Officer Opportunity - 100% Administrative.StartDate : ASAP Pay Rate : $200000. Our established practice is looking for a general practitioner, family medi...Show moreLast updated: 3 days ago
    • Promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionColwich, Kansas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border ProtectionSterling, Kansas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border ProtectionLyons, Kansas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Behavioral Health Advocate SED Waiver - Hutchinson, KS

    Licensed Behavioral Health Advocate SED Waiver - Hutchinson, KS

    UnitedHealth GroupHutchinson, KS, United States
    Full-time
    There is a $5,000 sign-on bonus for external candidates!! • • •.Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives.The work you do w...Show moreLast updated: 1 day ago
    • Promoted
    CRNA Needed for Locum Tenens Coverage at Facility in Newton, Kansas

    CRNA Needed for Locum Tenens Coverage at Facility in Newton, Kansas

    LocumTenens.comChase, KS, US
    Full-time
    Job Reference Id : ORD-196858-CRNA-KS.Board Certification Required : Yes.A beautiful facility is seeking a CRNA for locum tenens coverage. While on assignment in Newton, Kansas, be sure to explore t...Show moreLast updated: 3 days ago
    • Promoted
    Family Medicine Physician Needed for Locum Tenens Coverage at Facility in Topeka, Kansas

    Family Medicine Physician Needed for Locum Tenens Coverage at Facility in Topeka, Kansas

    LocumTenens.comChase, KS, US
    Full-time
    Job Reference Id : ORD-198119-MD-KS.Dates Needed : ASAP - 3 months, potential to extend.Assignment Type : Outpatient; Clinic. Board Certification Required : Negotiable.A corrections facility is seek...Show moreLast updated: 3 days ago
    • Promoted
    U.S. Customs and Border Protection Officer

    U.S. Customs and Border Protection Officer

    U.S. Customs and Border ProtectionMcpherson, Kansas, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 24 days ago
    • Promoted
    Radiation Oncologist Needed for Locum Tenens Coverage at Facility in Kansas

    Radiation Oncologist Needed for Locum Tenens Coverage at Facility in Kansas

    LocumTenens.comChase, KS, US
    Full-time
    Job Reference Id : ORD-181478-MD-KS.Dates Needed : December 23rd - January 3rd.Board Certification Required : Yes.A cancer center attached to a hospital is seeking a radiation oncologist for locum ...Show moreLast updated: 3 days ago
    • Promoted
    Customs and Border Protection Officer - Experienced (GS9)

    Customs and Border Protection Officer - Experienced (GS9)

    U.S. Customs and Border ProtectionMoundridge, Kansas, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    OB / GYN Needed for Locum Tenens Coverage at Facility in Southern Kansas

    OB / GYN Needed for Locum Tenens Coverage at Facility in Southern Kansas

    LocumTenens.comChase, KS, US
    Full-time
    Job Reference Id : ORD-204364-MD-KS.Board Certification Required : Yes.A facility with less than 100 beds.EPIC EMR is seeking an OB / GYN for locum tenens coverage. The facility is located in south Ka...Show moreLast updated: 1 day ago