Senior Trust Officer - Private Wealth & Fiduciary
Us Bank
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 and regulations while collaborating with a team of experts. The position requires a Bachelor’s degree and five or more years of trust administration experience; advanced degrees may count toward experience. #J-18808-Ljbffr Us Bank
- FNBO is seeking a Trust Officer to manage trust relationships and provide fiduciary expertise while collaborating with clients and their advisors. The role includes overseeing compliance and maintaining proactive relationships with beneficiaries. The ideal candidate will...Senior
$80.28k - $98.12k
...the administration, risk management and servicing of assigned fiduciary and investment management accounts. May include Relationship Management... ...work experience; Five or more years of experience in Trust administration. An advanced degree may be considered towards years...PrivateTemporary workWork experience placementLocal area$21.4 - $27.65 per hour
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## Senior Tax Accountant - Commerce TrustApplylocations:... ...than a century, Commerce Trust has been a leading provider of wealth management services including... ..., investment management, private banking and trust... ...partnership, gift, estate and fiduciary returns* Serve as a local...SeniorPrivateWork experience placementLocal areaShift work$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$120.75k - $189k
Every step of the UMB Private Wealth Management investment process is overseen and executed by... ...to the clients’ goals and objectives. Senior Investment Strategist works directly with... ...listening, presentation). Demonstrates trust, investment, and trading knowledge of portfolio...SeniorPrivateLocal areaFlexible hours$107.55k - $182.84k
...organization’s success.Summary of the Job:The Trust Officer will manage and administer trust... ...risk for the organization.About This Role:Fiduciary ExpertiseServe as Trust Officer with... ...develop and implement a comprehensive wealth plan.The Ideal Candidate for This Role:...Work experience placementLocal area$107.55k - $182.84k
...Trust Administrator Overview Summary of the Job: The Trust Administrator will manage and... ...and changes in the industry with regard to fiduciary matters (e.g., estate planning, probate,... ...to develop and implement a comprehensive wealth plan. Qualifications Bachelor’s degree in...Temporary workWork experience placementLocal area- Chief of Staff KC is seeking Wealth Advisors (Associate and Senior) in Kansas City. The firm focuses on fiduciary practices with a collaborative culture. Associates will support financial plans, while Senior Advisors will lead client relationships and mentor lower-level...Senior
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...is committed to an in-office culture with specific requirements... ...performance. The Senior Credit Underwriter (SCU... ...with strategic wealth clients. This role supports... ..., family offices, trusts, and specialized wealth... ...unsecured, insurance, private equity, and subscription...SeniorPrivateWork at officeShift workDay shift- U.S. Bank is seeking a Private Wealth Advisor in Kansas City, MO, to support clients in achieving their financial objectives through holistic planning and specialized advisory services. You'll identify and build relationships with High Net Worth clients while collaborating...SeniorPrivate
- 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...
- Description Summary: The Trust Advisor II, as part of Huntington’s Private Client Group (PCG)... ...administration of assigned Wealth & Investment accounts of... ...Doctor, Certified Trust and Fiduciary Advisor (CFTA)... ...) Yes Workplace Type: Office Our Approach to Office...PrivateWork at officeRemote workWork from homeFlexible hours
- U.S. Bank in Kansas City seeks a dedicated professional for fiduciary and investment management accounts. Responsibilities include managing... ...have a Bachelor's degree and over five years of experience in Trust administration, with a strong understanding of fiduciary law...Private
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...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... ...Detail-Oriented Fiduciary Management Group Problem...PrivateWork at officeImmediate startHome officeFlexible hours$119k - $163k
Trust Counsel page is loaded## Trust Counsellocations... ...including private client trust administration... ...estate planning, tax and wealth management issues. Trust... ...all matters relating to fiduciary duties and discretion including... ...the Trust Counsel II & Senior job and contemplates a...PrivateFull timeShift 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
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As our Trust and Custody Operations Specialist, you will collaborate with internal partners... ...fashion, and providing reporting to senior management at a regular frequency that clearly... ...of custody operations, registered funds, private funds, or related financial services...PrivateFull timeWork experience placementLocal areaFlexible 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
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$166k - $249k
...Looking For You’re a seasoned wealth management leader with a strong... ...growing relationships through trust, expertise, and strategic... ...About the Role The Director, Senior Wealth Advisor leads the delivery... ...that showcase First Western’s fiduciary, planning, and investment capabilities...Senior- ...The PostRock Family of Companies (PostRock Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes in providing comprehensive wealth management services to multigenerational families with significant wealth and complex financial needs...PrivateFull timeWork at office
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...financial services firm located in Kansas City is seeking a Wealth Management Senior Investments Product Manager. This role involves defining... ...with various employment benefits including health insurance, 401(k) plan, and paid vacation. #J-18808-Ljbffr Commerce TrustSenior- FNBO is seeking a Trust Administrator in Kansas City to manage and administer trust relationships, ensuring the best interests of beneficiaries... ...and relationship management skills, as well as deep fiduciary knowledge. The role focuses on financial risk management and compliance...Senior
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