Private Wealth Trust Officer — Estate & Tax Expert
U.S. Bank
U.S. Bank is seeking a seasoned professional to administer fiduciary and investment management accounts, ensuring compliance and servicing excellence. The role may include relationship management and specialized knowledge across IRAs, charitable accounts, ILITs and estates. Candidates should have five+ years in trust administration, a Bachelor's degree or equivalent, and a track record of problem solving and strong communication. #J-18808-Ljbffr Us 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... ...including financial planning, estate and tax planning, investment management, private banking and trust... ...fiduciary and Wealth Management expert the Private Client...PrivateHourly payFull timeShift work$93k - $109k
## Senior Tax Accountant - Commerce TrustApplylocations: MO -... ...more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration...PrivateWork experience placementLocal areaShift work$80.28k - $98.12k
...Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team of experts administering accounts where... ...or more years of experience in Trust administration An advanced... ...Working knowledge of fiduciary law, tax implications and practices in multiple...PrivateTemporary workWork experience placementLocal area$107.55k - $182.84k
...Trust Administrator Overview Summary of the Job: The Trust Administrator... ...facilitate complex trust and estate planning matters as part of... ..., estate, gift and income tax planning, guardianships, special... ...and implement a comprehensive wealth plan. Qualifications Bachelor’...SuggestedTemporary workWork experience placementLocal area$65k - $95k
...Wealth Management Consultant Building a career at Commerce is more than... ...more than a century, Commerce Trust has been a leading provider of wealth... ...including financial planning, estate and tax planning, investment management, private banking and trust administration...PrivateFull timeShift work$107.55k - $182.84k
...success.Summary of the Job:The Trust Officer will manage and administer... ...facilitate complex trust and estate planning matters as part of the... ..., estate, gift and income tax planning, guardianships, special... ...implement a comprehensive wealth plan.The Ideal Candidate for...Work experience placementLocal area- 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 compensation...Private
$21.4 - $24.5 per hour
...skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to...PrivateHourly payFull timeShift work$134.28k - $164.12k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and... ...advise clients holistically on wealth and estate planning, investments, banking, credit,... ...banking, wealth and estate planning, and trust services to frame, acquire, and retain...PrivateTemporary workWork experience placement$69.92k - $109.46k
As our Trust and Custody Operations Specialist, you will collaborate with internal partners and serve as a point of contact with external... ...least three (3) years of custody operations, registered funds, private funds, or related financial services experience. OR at least...PrivateWork experience placementLocal areaFlexible hours- A multi-family office in Kansas City is seeking a full-time Private Wealth Advisor to provide expert financial planning and investment strategies to high-net-worth clients. The ideal candidate will possess strong relationship management skills and a bachelor's degree in...PrivateFull timeWork at office
$19 - $21.9 per hour
## Wealth Management Bill Pay AssociateApplylocations: MO - Kansas City Downtown... ...- Kansas City - KC Downtown Trust Building (922 Walnut) (64106)time... ...including financial planning, estate and tax planning, investment management, private banking and trust administration...PrivateHourly payShift work$93k - $123.5k
## Senior Project Manager - Wealth ManagementApplylocations: MO - Kansas... ...Plaza - Kansas City - KC Downtown Trust Building (922 Walnut) (64106)time... ...services including financial planning, estate and tax planning, investment management, private banking and trust administration...PrivateFlexible hoursShift work- ...Description As a Trust Officer for Midwest Trust Company, you... ...is a full-service wealth management institution... ...trust administration, estate planning, investment management... ...to trust laws, tax regulations, and industry... ...Collaborate with internal Trust Experts, including Portfolio...Work at office
$93k - $123.5k
Product Manager - Wealth Management page is loaded## Product... ...City - KC Downtown Trust Building (922 Walnut) (6... ...including financial planning, estate and tax planning, investment management, private banking and trust... ...senior leadership and front office teams* Make...PrivateFull timeShift work$79.68k - $99.6k
...gaps in health, wealth, and... ...serve as a Program Officer (PO). The Program... ...requests for real estate projects that create... ..., and secure private financing to... ...Represent LISC as an expert on community... ...of credit; tax credit equity;... ...individual and shared trust and...PrivatePermanent employmentContract workTemporary workWork experience placementWork at officeLocal area$58k - $124k
...The Private Wealth Management team serves to manage, protect and grow.... ...many reasons why our clients trust us. We get to know them — we... ..., insurance, investment, and estate planning advice to clients, as... ...proficient in the Microsoft Office Suite (Word, Excel, PowerPoint...PrivateWork at officeLocal areaFlexible hours$90k - $160k
...Wealth Management Consultant (WMC) The Wealth Management... ...areas within RBC's Private Client Group to ensure... ...variety of in-field and home office based specialists that... ...together to deliver trusted advice to help our... ...Results-Oriented, Trusts and Estate Planning Additional...PrivateFull timeWork at officeImmediate startHome officeFlexible hours$119k - $163k
...provide legal and regulatory advice and guidance on trust administration, including private client trust administration and institutional... ...role supports advisors and trust professionals on estate planning, tax and wealth management issues, and identifies legal risks and...PrivateFull timeContract work$23.8 - $27.65 per hour
Private Client Advisor Associate page is loaded## Private... ...a century, Commerce Trust has been a leading provider of wealth management services including... ...financial planning, estate and tax planning, investment management... ...preferred.* 2+ years of office experience required*...PrivateHourly payFull timeWork at officeShift work- ...Companies (PostRock Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes in providing... ...management, trust administration, estate planning, and legacy strategies.... ...include providing expert advice on wealth planning, working...PrivateFull timeWork at office
- 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
- Bank of America is seeking a senior Private Banker to acquire and deepen relationships with high-net-worth clients, leveraging the Private Bank platform for holistic wealth, credit, banking, and asset management solutions. The role requires strong leadership and a proactive...Private
- ...personal and building trust into every result – for... ...offerings, including tax and advisory services.... ...revenues and more than 50 offices spanning the U.S.,... ...corporations, partnerships, estates, trusts, and non-... ...Tax, and Private Wealth Service lines. ESSENTIAL...PrivateWork at officeLocal areaVisa sponsorshipWork visa2 days per week
$93k - $109k
Mercantil Commerce Bank is seeking a Senior Tax Accountant in Kansas City, MO. This role involves preparing and filing various tax returns accurately and timely while building relationships with clients. Candidates should have at least 5 years of experience in tax preparation...$80 - $110 per hour
...Personal Financial Advisor (Private Wealth) $80 - $110/hour Required... ...management Retirement planning Tax-aware strategies Client... ...and evaluating AI agents. Experts contribute their diverse subject... ...# Proven ability to build trust and rapport with high‑net‑worth...PrivateFor contractorsImmediate startRemote work- Alpine Private Wealth is a boutique wealth management firm whose fiduciary duty holds us to the highest level of client care in the financial services industry. That is why we are dedicated to serving as a steadfast advocate for the financial well-being of our clients....PrivatePermanent employment
- ...What You'll Be Doing The Senior Estate & Tax Associate at Stifel, Nicolaus... ..., a component of Stifel\'s Wealth Planning Department. Estate &... ...planning, and personal trust planning. The Sr Associate assists... ...headquarters is in St. Louis, we have offices in New York, San Francisco,...
- ...teams to share it with external public and private stakeholders to demonstrate the value of... ...excellent stewardship of our partners’ trust and resources as CarePortal continues to... ...lift materials up to 15 pounds, such as office or tech equipment. Minimal local travel may...PrivateFull timeContract workWork at officeLocal area
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