Trust Officer & Wealth Advisor

The Trust Company•Marysville, KS

3d•Onsite

About The Position

The Trust Officer & Wealth Advisor serves as the primary point of contact for clients, offering professional support and addressing their needs. This role involves managing client accounts, monitoring transactions for accuracy, and maintaining client data in CRM and DMS systems. The position also requires reviewing regulatory account reviews, completing client meetings, and assisting with fiduciary tax filings. Additionally, the role contributes to business development, sales efforts, and staying knowledgeable about estate planning documents and transfer of wealth services.

Requirements

Basic typing, computer, and software skills are required.
Experience with Microsoft Office and spreadsheet preparation is required.
Proven commitment to exceptional customer service.
Strong written and verbal communication and grammatical skills.
Ability to work both independently and in team settings to show flexibility and versatility.
Ability to manage a variety of tasks and prioritize individual workload responsibilities.
Ability to work with strict confidentiality requirements, as well as exercise good judgment in the preparation and distribution of confidential information.

Nice To Haves

Bachelor’s Degree in a related field is preferred.
Prior experience in investment, banking, trust, legal, or financial services is preferred.
An interest in pursuing continuing education opportunities, degrees, or certifications that will further expand knowledge for adding value in this role.

Responsibilities

Serve as the first point of contact for clients, providing timely, professional support and addressing their needs.
Initiate and respond to written communication (electronic and postal) with clients and other professionals.
Assist clients with account management, while working with co-workers as a team to serve individual client needs.
Monitor account transactions in collaboration with other team members to ensure accuracy.
Reviewing transactions to ensure the accuracy of all related transactions.
Maintain client and prospect data in the CRM, including task management.
Maintain client and prospect files in the DMS with accurate metadata.
Review and approve monthly regulatory account reviews to ensure all relationships are meeting client expectations and to complete follow-up requirements as reviews necessitate additional documentation.
Complete client meetings, including scheduling, preparing materials, and managing follow-up activities.
Assist clients with fiduciary tax filings and the execution of estimated tax payments.
Assist in business development and sales, which may include attending events and participating in community, civic, or charitable organizations.
Ensure all sales opportunities are accurately recorded and maintained in the CRM.
Maintain fund of knowledge regarding the creation of estate planning documents and the implementation of these documents.
Work in partnership with the Estate Settlement Officer and other team members to provide transfer of wealth services when assigned Trustee and Executor responsibilities.
Assist clients with estate planning services and work in conjunction with those drafting documents to serve clients with their end-of-life plans.