Senior Fiduciary Officer
First Mid
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Lead the trust administration function of the Trust Services business line. Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of assigned trust administration staff. Administer assigned book of trust business. Responsibilities Supervise the administration and sales activities of trust administration staff. Serve as lead subject matter expert for fiduciary activities. Perform all duties for assigned accounts where First Mid serves as: estate administrator, trustee, co-trustee, guardian, conservator, and agent. Build customer satisfaction at First Mid. Cross‑sell Trust Services with officers in charge of other First Mid business lines. Represent First Mid and provide leadership in key community activities and committees. Participate in professional associations, attend conventions, conferences, and seminars. Build relationships with potential referral sources. Meet with staff regularly (both 1:1 and in group meetings). Establish regular coaching opportunities with direct reports to review goals and highlight further personal development. Select, train, supervise, and evaluate trust administration staff to enhance individual productivity and enable them to function according to their respective job description. Complete required training associated with job function. Perform other duties as assigned. Education/Experience J.D. and/or CTFA required. Bachelor’s degree in Finance or Business Administration or the equivalent of 15 years of fiduciary administration, trust operations or investment experience including a minimum of five years managing trust administrators and support staff. Periodic continuing education related to job-specific functions. Skills Thorough knowledge of Company’s products and services. Demonstrated Leadership Capacity. High level of analytical skills to conduct trust/investment account analysis and maintain account’s progress in consideration of market trends, interest rates, economic conditions, and other factors. High level of interpersonal skills to interact with customers and potential customers in a professional manner. Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Total Rewards Competitive health, dental & vision coverage with HSA match. 401(k) with employer match + Employee Stock Purchase Plan. Generous PTO, paid holidays & parental leave. Tuition reimbursement & performance-based bonuses. Visit our Total Rewards page to see our full list of benefits. First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT #J-18808-Ljbffr First Mid
$95k - $130k
...Services business line. Serve as lead subject matter expert for fiduciary activities. Provide direct supervision of assigned trust... ...satisfaction at First Mid. Cross-sell Trust Services with officers in charge of other First Mid business lines. Represent First...SeniorContract workTemporary work- ...after death. What You Will Do: The Senior Trust Advisor is responsible for the management... ...guidelines, and federal and state fiduciary standards; Deep discovery for asset identification... ...our Tempe, AZ and St. Louis, MO home office locations are expected to work in the...SeniorTemporary workWork at officeHome officeFlexible hours
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...financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit... ...and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions...Contract workWork at officeLocal area- ...hospital partnerships, promoting referrals, and expanding admissions through targeted events and outreach. A hospitality mindset and senior-care passion are essential. Responsibilities include coordinating tours, engaging families, and converting referrals into...Senior
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$35.36k
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$124k - $335k
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$89.95k - $119.95k
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- ...preferred Three or more years of experience in a professional office environment Experience in operations, registrations, or... ...rewards ~ Employee engagement activities Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold...Full timeTemporary workWork at office
$78.2k - $128.8k
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