Talent.com
Trust Officer
Trust OfficerGpac • Wichita, Kansas, United States
Trust Officer

Trust Officer

Gpac • Wichita, 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 • Wichita, Kansas, United States

    Related jobs
    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,601 per week in Winfield, KS

    Travel Nurse RN - Emergency Room (ER) / Trauma - $1,601 per week in Winfield, KS

    TravelNurseSource • Winfield, KS, US
    Full-time
    TravelNurseSource is working with FlexCare to find a qualified ER / Trauma RN in Winfield, Kansas, 67156!.FlexCare is a nationwide leader in the staffing of travel nurses and clinicians.With access t...Show more
    Last updated: 7 days ago • Promoted
    Associate Director - Recovery Home

    Associate Director - Recovery Home

    The Salvation Army USA Central Territory • Wichita, KS, United States
    Full-time
    The Recovery Home Associate Director will have the opportunity to shape the program and inspire a transformative journey for individuals battling addiction. The Recovery Home Associate Director will...Show more
    Last updated: 30+ days ago • Promoted
    Loan Officer Assistant

    Loan Officer Assistant

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Loan Officer Assistant to support mortgage loan officers in their daily duties.Key Responsibilities Assist in reviewing mortgage loan applications and documentation Ma...Show more
    Last updated: 30+ days ago • Promoted
    Trust Administrator

    Trust Administrator

    The Trust Company of Kansas • Wichita, KS, US
    Full-time +1
    Salary : Competitive salary based on experience.Job Summary : Assist one or more Account Officers with the day-to-day administration of trust client relationships and new business development.Must be...Show more
    Last updated: 30+ days ago • Promoted
    Quality Assurance Officer

    Quality Assurance Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a VIP QA Officer.Key Responsibilities Monitor daily interactions of Customer Support and Account Managers to ensure compliance with quality standards Provide feedback to...Show more
    Last updated: 20 days ago • Promoted
    Nevada Licensed Loan Officer

    Nevada Licensed Loan Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Listen to and analyze customers' financial situations to provide tailored financial solutions Build rap...Show more
    Last updated: 12 days ago • Promoted
    Licensed Mortgage Loan Officer

    Licensed Mortgage Loan Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Licensed Mortgage Loan Officer.Key Responsibilities Engage with warm transfer leads from motivated homebuyers and refinancers Consult with borrowers to understand thei...Show more
    Last updated: 15 days ago • Promoted
    Emergency Assistance and Pathway of Hope Case Manager

    Emergency Assistance and Pathway of Hope Case Manager

    The Salvation Army USA Central Territory • El Dorado, KS, United States
    Permanent
    Maintain confidentiality of records and information.Create and update client file and input data into.Maintain all necessary statistics and data. Maintain tracking of available funding at corps site...Show more
    Last updated: 30+ days ago • Promoted
    Senior Compliance Officer

    Senior Compliance Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    Compliance Officer - Investment Risk.Key Responsibilities Oversee investment risk for third-party equity, fixed income, and liquid alternative fund managers Utilize industry-standard tools to an...Show more
    Last updated: 19 days ago • Promoted
    Georgia Licensed Escrow Officer

    Georgia Licensed Escrow Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for an Escrow Officer to manage real estate transactions remotely in Georgia.Key Responsibilities Facilitate the closing process, ensuring all signatures and funds are handle...Show more
    Last updated: 15 hours ago • Promoted • New!
    Communications Design Officer

    Communications Design Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Communications and Outreach Design Officer.Key Responsibilities Design and implement the project's communication and dissemination strategy Produce materials for the p...Show more
    Last updated: 15 hours ago • Promoted • New!
    Travel Nurse RN - Emergency Room (ER) / Trauma in Winfield, KS

    Travel Nurse RN - Emergency Room (ER) / Trauma in Winfield, KS

    TravelNurseSource • Winfield, KS, US
    Full-time
    TravelNurseSource is working with TNAA | TotalMed to find a qualified ER / Trauma RN in Winfield, Kansas, 67156!.Travel Nurse Across America is seeking a qualified Emergency room RN needed for travel...Show more
    Last updated: 12 days ago • Promoted
    Press Officer, Health Research

    Press Officer, Health Research

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Press Officer, Health Research (ARPA-H).Key Responsibilities Researching and writing public affairs documents such as press releases and media interview responses Anal...Show more
    Last updated: 4 days ago • Promoted
    Life Skills Coach - Recovery Program

    Life Skills Coach - Recovery Program

    The Salvation Army USA Central Territory • Wichita, KS, United States
    Full-time
    This position provides support, guidance, training, and supervision to the clients in the Recovery Home in their journey to learn. Provides skills training to the clients in the Recovery Home to pre...Show more
    Last updated: 30+ days ago • Promoted
    FINRA Licensed Business Development Officer

    FINRA Licensed Business Development Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Business Development Officer for Wealth Advisory.Key Responsibilities Promote and retain clients of the wealth management solution Build relationships with Financial C...Show more
    Last updated: 29 days ago • Promoted
    At-Risk Engagement Specialist

    At-Risk Engagement Specialist

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for an At-Risk Engagement Specialist to support student engagement for at-risk or educationally disadvantaged students. Key Responsibilities Oversees a caseload of students an...Show more
    Last updated: 1 day ago • Promoted
    Healthcare Compliance Officer

    Healthcare Compliance Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Director, Compliance Officer (Remote).Key Responsibilities Reviewing, enhancing, and overseeing corporate compliance and privacy compliance programs Preparing an annua...Show more
    Last updated: 4 days ago • Promoted
    Reverse Mortgage Loan Officer

    Reverse Mortgage Loan Officer

    VirtualVocations • Wichita, Kansas, United States
    Full-time
    A company is looking for a Reverse Mortgage Inside Sales Loan Officer.Key Responsibilities Listen to and analyze customers' financial situations to provide appropriate financial solutions Build ...Show more
    Last updated: 30+ days ago • Promoted