Lead Private Wealth Trust Administrator
U.S. Bank
U.S. Bank in Kansas City seeks a dedicated professional for fiduciary and investment management accounts. Responsibilities include managing assigned accounts, ensuring compliance with legal standards, and working collaboratively with a team of experts. The ideal candidate will have a Bachelor's degree and over five years of experience in Trust administration, with a strong understanding of fiduciary law and customer service skills. The role offers a competitive salary range and comprehensive benefits. #J-18808-Ljbffr U.S. Bank
$21.4 - $27.65 per hour
Commerce Trust is a division of Commerce Bank, offering wealth management services such as financial planning, estate and tax planning, investment management, private banking, and trust administration. We support ultra‑high net worth clients through dedicated Private Client...PrivateHourly payFull time$21.4 - $27.65 per hour
## Trust Employee Benefits Operations Specialist - Wealth OperationsApplyremote type: Hybridlocations: MO - Kansas... ...Commerce Trust has been a leading provider of wealth... ...planning, investment management, private banking and trust administration services. Our approach to...PrivateHourly payFull timeShift work- Dormont Manufacturing Co is seeking a Trust Advisor II to join Huntington's Private Client Group (PCG). This role is responsible for the administration of Wealth & Investment accounts, managing client relationships, and coordinating with internal and external parties. The...Suggested
- ...answering questions regarding complex financial planning and wealth strategies to clients and ensuring client satisfaction... ...clients to facilitate and accelerate the Transfer of Trust (handoff) process between Private Wealth Advisors and Producing Partners. Serve as the...PrivateWork at office
$65k - $95k
...Wealth Management Consultant Building a career at Commerce is more... ...For more than a century, Commerce Trust has been a leading provider of wealth management services... ..., investment management, private banking and trust administration services. Our approach to wealth...PrivateFull timeShift work- Description Summary: The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer... ...: Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity...PrivateWork at officeRemote workWork from homeFlexible hours
- Husch Blackwell in Kansas City is seeking a Private Wealth Associate with 4 to 8 years of experience. The successful candidate will support in sophisticated estate planning, collaborate with attorneys, and provide timely legal work under pressure. We offer competitive...Private
- U.S. Bank is seeking a seasoned Trust Administrator to oversee administration, risk management and servicing of fiduciary and investment management accounts. The role includes handling estates, IRAs, ILITs and related accounts, ensuring compliance with governing documents...Private
$90k - $160k
...Wealth Management Consultant (WMC) The Wealth Management Consultant... ...support areas within RBC's Private Client Group to ensure a coordinated... .... They serve as the team lead for the Client Strategies teams... ...working together to deliver trusted advice to help our clients thrive...PrivateWork at officeImmediate startHome officeFlexible hours- A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent...Private
$25.77 - $34.33 per hour
...discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Client Service Team Associate is a service and... ...as the primary, daily contact between Wealth Management, Trust, Banking, or Investment clients and U.S. Bank. Working within...PrivateTemporary workWork experience placementWork at officeLocal area$119k - $163k
Trust Counsel page is loaded## Trust Counsellocations: MO - Kansas City Downtown... ...regulatory advice and guidance on trust administration including private client trust administration and... ...professionals on estate planning, tax and wealth management issues. Trust Counsel is...PrivateFull timeShift work$23.8 - $27.65 per hour
Private Client Advisor Associate page is loaded## Private Client Advisor Associatelocations... ...more than a century, Commerce Trust has been a leading provider of wealth management services including... ..., private banking and trust administration services. Our approach to wealth...PrivateHourly payFull timeWork at officeShift work$54.22k - $79.02k
...inclusive of client setup in Total Wealth and eMoney Maintain and... ...identify value-added services that Private Wealth can provide Review... ...results Perform required Administrative Compliance reviews with clients... ...Preferred: Knowledge of Personal Trust, Custody, and Investment...PrivateWork at officeLocal areaFlexible hours$54.22k - $79.02k
...The Private Wealth Management Operations Support team assists clients and associates in the... ...Client Service Specialist II , you will be administrating Investment Accounts and Individual... ...institution. You have knowledge of Personal Trust, Custody, and Investment management...PrivateWork at officeLocal areaFlexible hours- ...Companies (PostRock Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes in providing comprehensive wealth... ...tailored solutions in investment management, trust administration, estate planning, and legacy strategies. Our expertise...PrivateFull timeWork at office
- Alpine Private Wealth is a boutique wealth management firm whose fiduciary duty holds us to the highest level of client care in the financial... ...also work directly with both the Vice President of Client Administration and the President on projects and tasks to ensure the smooth...PrivatePermanent employment
- U.S. Bank is seeking a Private Wealth Management Client Service Team Associate in Kansas City. This role functions as the primary, daily contact for Wealth Management clients, handling calls and transactions while resolving problems. The ideal candidate will have an Associate...
- JPMorgan Chase & Co. seeks a Private Client Advisor in Kansas City to provide comprehensive financial planning and advice. You will work... ...with a diverse client base, from novice savers to significant wealth individuals, delivering personalized investment solutions that...
$80.28k - $98.12k
Job Description Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts.... ...equivalent work experience; Five or more years of experience in Trust administration. An advanced degree may be considered towards...PrivateTemporary workWork experience placementLocal area- Mercantil Commerce Bank in Kansas City is seeking a Private Client Advisor Associate to support the delivery of wealth management services to high net worth clients.... ...as a point of contact for clients, account administration, and identifying opportunities to expand client...Full timeWork at office
- ...brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise...
$21.4 - $24.5 per hour
Corporate Action Specialist - Wealth Operations page is loaded## Corporate Action Specialist - Wealth Operationslocations: MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)time type: Full timeposted on: Posted Todayjob requisition...Hourly payFull timeMonday to FridayShift work- ...Commerce Trust Wealth Management Ira Associate The main purpose of this job is to provide... ..., high risk transactions for internal Private Client Advisors. Essential Functions... ...provide customer service for Private Client Administrators to facilitate all distributions related...
$134.28k - $164.12k
## PWM Private Wealth AdvisorApplylocations: Kansas City, MOtime type: Full timeposted on: Posted... ..., charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities... ..., wealth and estate planning, and trust services to frame, acquire, and retain...PrivateTemporary workWork experience placementLocal area- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America...
- ...Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means... ...'ll Bring to Baird: ~2+ years of prior industry and/or administrative work experience. ~ Must have Active Securities Industry Essentials...PrivateWork experience placementWork at office
$50k - $60k
...and is now a strategic company owned by private‑equity backed Culligan. Headquartered in... ...paced environment Previous exposure to team‑lead responsibilities or mentorship is a... ...fast‑growing, innovative company with a trusted reputation and a loyal, expanding customer...Private$120.75k - $189k
Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists... ...(verbal, written, listening, presentation). Demonstrates trust, investment, and trading knowledge of portfolio modeling,...PrivateLocal areaFlexible hours$19 - $21.9 per hour
## Wealth Management Bill Pay AssociateApplylocations: MO -... ...Kansas City - KC Downtown Trust Building (922 Walnut) (641... ...Commerce Trust has been a leading provider of wealth management... ..., investment management, private banking and trust administration services. Our approach to...PrivateHourly payShift work
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