Trust Administration Associate - Client Services & Accounts
Jobtailor
Jobtailor is seeking a detail-oriented fiduciary professional to support internal and external clients with account-related requests, maintain accurate fiduciary records, and assist with transactions and transfers. You will ensure compliance with procedures and tax concepts while coordinating documentation with internal teams and external partners. You will collaborate with Trust Administrators and Officers to support day-to-day account management and prepare reports for reviews and audits, #J-18808-Ljbffr Jobtailor
- Supports internal and external clients, including beneficiaries... ...and assisting with account-related requests. Maintains... ...audits, and ongoing client servicing needs. Coordinates documentation... ...preparers. Works closely with Trust Administrators and Officers to support day...Accounts
- ...National Bank of Omaha (FNBO) seeks a Trust Associate, a junior relationship management role.... ...institutional matters, and act as primary client touchpoint to resolve inquiries. You... ...Trust documents, prepare forms, maintain accounts, coordinate with centers of influence,...Accounts
$21.4 - $24.5 per hour
...City - KC Downtown Trust Building (922... ...wealth management services including financial... ...and trust administration services. Our approach... ...collaborate to ensure each client’s financial... ...for identifying accounts with clients... ...Wealth Management IRA Associate job and...AccountsHourly payFull timeShift work$63.29k - $104.43k
...success.Summary of the Job:The Trust Associate role is a junior... ...Trust Advisors in administering client relationships consisting primarily... ...support to retain accounts and expand client relationships... ...the organization’s products/services and recommend proactively customer...AccountsWork experience placementWork at office$77k - $202k
...SummaryThe OpportunityAs a Grant Administration Consultant, Senior Associate, you will engage with clients in the Health Services sector, providing... ...following fields of study: Accounting, Actuarial Science,... ...to establish a secure and trusted workplace for all.SummaryLocation...SuggestedFull timeH1b- ...About the Opportunity Our client is a growing,... ...and exceptional client service. As the firm continues... ..., they are seeking an Associate to join their collaborative... ...while serving as a trusted resource for clients.... ...software. Coordinate account openings, transfers, money...AccountsFull time
- ...professionals who have a client-first approach to customer service and understand P&C insurance... ...Following up on problem accounts; obtaining information... ...requests to appropriate associate to process cancellations... ...to-day work. We practice trust and flexibility and offer...AccountsFull timeWork at office
- ...LHH seeks a detail-oriented Trust Coordinator in the Kansas City region to support the administration of trust accounts and fiduciary services. You will work with clients, attorneys, financial advisors, and trust officers to ensure accurate processing and exceptional...Accounts
- ...U.S. Bank is seeking a Client Relationship Consultant to engage customers... ...virtual channels, delivering trusted financial guidance and... ...strong client relationships, open accounts, process transactions, and educate clients on digital services while ensuring compliance with...Accounts
- National Advisors Trust Company (NAT) is a federally... ...in assets under administration. Founded in 2001, NAT... ...trustee and custodian services to the financial services industry and the clients they serve. NATC’s strong... ...experience for new trust accounts with our advisor...AccountsWork at office
- ...Communications, SWC, is one trusted source for... ...provides accurate, timely administrative and financial support.... ...branch-level payroll, accounts receivable, job-cost administration... ...and responsive service to employees,... ...Qualifications: An associate degree in accounting,...AccountsFull timeContract workFor subcontractorSeasonal workWork at office
$100k - $150k
...Make healthcare #1 in customer service. What We Deliver: Artera is... ...providers’ needs evolve. Trusted by 1,000+ specialties, FQHCs... ...OPPORTUNITY Artera is hiring an Associate AI Builder to build the... ...unmatched, and your initiative and accountability to those outcomes as a new...AccountsFull timeTemporary workSummer workSummer holidayWork at officeLocal areaRelocationFlexible hoursShift work$18 - $20 per hour
...Universal Banker Associate - Kansas City, KS The Universal... ...line, quality customer service through face-to-face... ...to open new deposit accounts and process ATM/night depository... ...Liberty's Bank and Trust's Best-in-Class... ...place for you. Our client is an equal opportunity...AccountsHourly payLocal areaNight shift- ...Financial Corp. in Missouri seeks an experienced Personal Trust Administration Assistant Manager to lead trust operations across remote offices... ...will mentor Trust Officers, coordinate with attorneys and accountants, and uphold fiduciary standards while guiding complex...AccountsRemote job
- The Littler Global Accounting Coordinator is responsible for ensuring department transactional... ...the correct setup and maintenance of client and matters in 3E necessary to track all... ...ideally in a Law Firm or other Professional Services and/or owner managed environment....AccountsFull timePart timeFlexible hours
- Enterprise Bank & Trust is seeking a Financial Services Representative to act as the front-line for customer service. You will open new accounts, handle teller transactions, and respond to inquiries both in person and by phone. Expect to work in a fast-paced environment...Accounts
$60k - $114k
...Husch Blackwell LLP is a full-service litigation and business law firm with multiple... ...locations across the United States, serving clients with domestic and international... ...diverse, and inclusive team culture of accountability and purpose that makes our Firm and our...AccountsFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work- ...investment advisor and full-service multi-family office... ...advisory, accounting, and family administration. The Director of Accounting and Client Service role reports... ...net-worth families, trusts, partnerships, and private... ...liquidity planning associated with significant...AccountsWork at officeWork from home
- ...Management’s company culture empowers our associates to take initiative, be proactive,... ...integrated approach to hospitality services — all with outstanding client service. Our team is made up of the... ...Balance all revenue and settlement accounts nightly, maintain files and reset...AccountsLocal areaImmediate startShift workNight shift
- ...Now Hiring Client Service Specialist We are seeking an individual with an exceptional work... ...bank expertise and technology with the trusted personal relationship only a local bank... ..., processing transactions, opening new accounts, and cross-selling services. The Client...AccountsLocal areaImmediate startFlexible hours
$77k - $202k
...Sourcing - Value Capture - Senior Associate, you will focus on optimizing... ..., you will work closely with clients to analyze sourcing... ...lead teams and manage client accounts, focusing on strategic planning... ...thoughtfully to establish a secure and trusted workplace for all....AccountsFull timeContract workH1b- ...Hindi Speaking Financial Account Representative RTS and Shamrock... ...Representative. This role will focus on clients' accounts receivable... ...exceptional customer service for financial clients Regularly... ...Bachelor's degree in business administration, finance or related field...AccountsWork at office
- ...Corporation’s RTS unit is seeking a Hindi-speaking Financial Account Representative to support clients’ accounts receivable portfolios, process invoices and... ...problem-solving mindset to deliver timely funding, risk assessments, and excellent service to our #J-18808-Ljbffr RTSAccounts
- Kansas City Art Institute seeks an Accounts Receivable Specialist to manage student accounts, bill tuition and fees, process payments, and handle refunds and Title IV related tasks. The role supports financial stability and institutional operations in a busy academic environment...Accounts
- ...Inc in Kansas City seeks a high-energy Customer Service Representative / New Student Specialist to greet clients, host tours, and guide beginners through their first... ...in teaching basic steps and managing client accounts. #J-18808-Ljbffr Fred Astaire Dance Studios, IncAccounts
- ...inspire creativity and empower youth within our communities. Staff Accountant Summary: Assist the finance department with the general... ...monthly, and yearly tasks, projects, and reports. The Accounting Associate will also serve as a backup for Accounts Payable. Job Duties:...AccountsWork at officeRemote work
$68k - $88k
...Associate, Trade Desk Building trusted markets — powered by our people At Cboe Global... ...ideal for the financial services and technology industries... ...clearing support requests, and client onboarding activities... ...Purchase Plan ~ Tax Savings Accounts for health, dependent and...AccountsInternshipWork at officeImmediate startWeekend work$60k - $90.8k
...Associate Account Executive The Associate Account Executive plays a... ...success of our infusion pharmacy services. This position is... ...Builds and maintains strong, trust-based relationships with new... ...our vision is to combine the administrative efficiencies of a large organization...AccountsTemporary workWork at officeLocal areaMonday to Friday- ...detail-oriented and customer-focused Trust Coordinator to support the administration and servicing of trust accounts. This individual will work closely with clients, internal departments, legal... ...School Diploma or GED required; Associate\'s or Bachelor\'s degree preferred...AccountsWork at office
$50k
...is assisting with a search for an Accounts Payable Specialist for a client in Overland Park, KS. This... ...or related corporate accounting & administration experience). Bachelors in Accounting... ...Benefit offerings available for our associates include medical, dental, vision,...AccountsWeekly payTemporary workInternshipLocal areaImmediate start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust Administration Associate - Client Services & Accounts. Be the first to apply!
- radiology associates Kansas City, MO
- media associate Kansas City, MO
- creative associate Kansas City, MO
- associates degree in criminal justice Kansas City, MO
- social impact associate Kansas City, MO
- family law associate Kansas City, MO
- associate professional Kansas City, MO
- entry level associate Kansas City, MO
- part time associate Kansas City, MO
- gift shop associate Kansas City, MO

