Trust Officer

Moneta Group Investment Advisors LLC • St. Louis, MO

1d • Onsite

About The Position

The Trust Officer is responsible for the administration, oversight, and compliance of Moneta Trust operations. This role serves as a primary fiduciary contact for client relationships, collaborates closely with the Director of Moneta Trust, and partners with internal stakeholders to deliver exceptional trust administration in accordance with all applicable regulatory requirements and internal policies.

Requirements

• B.S. in Business, Accounting, Management, or related field
• 5+ years related experience in Trust Operations
• Experience with Trust accounting software, reporting requirements and Trust Admission Committees
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States

Nice To Haves

• JD, CTFA, CFA, CFP or other professional designations, preferred

Responsibilities

• Collaborates with the Board of Directors and senior management to develop and advance strategic plans for Moneta Trust, including reviewing reports and providing recommendations on major initiatives and budget priorities.
• Evaluates and acts on complex inquiries, approvals, and requests in accordance with established policies, procedures, and assigned authority levels, exercising sound judgment to support consistent and compliant decision-making.
• Meets with Moneta Advisors and prospective trust clients to articulate Moneta Trust’s value proposition and facilitate the onboarding of new trust relationships.
• Researches and resolves complex client transactions, operational issues, and trust administration inquiries, escalating as appropriate and ensuring timely, accurate outcomes.
• Serves as the primary fiduciary contact for assigned client relationships, ensuring all documentation, discretionary actions, and business acceptance decisions comply with internal fiduciary policies and trust guidelines.

Benefits

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level