Personal Trust Administrator

Company: Midwest Trust Company
Location: Boulder
Posted on: May 25, 2023

Job Description:

Description:The Midwest Trust Company is looking for an experienced Personal Trust Administrator who will work with high net worth clients to develop estate planning techniques and asset management strategies.We offer an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays. We pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions.Specific duties include the following:Manages an existing book of trust and investment management accountsCoordinates the client's overall investment, financial, estate, and income tax planning to assist the client in achieving specific trust and asset management objectivesReviews, initiates, and reports account activity in compliance with legal requirements and internal proceduresCommunicates effectively with clients and their advisors on all trust and asset management objectivesThis position is not required to meet annual new business goals or have a marketing orientation. However, we do provide a competitive new business incentive program allowing marketing-oriented Trust Administrators the opportunity to significantly increase compensation.Requirements:Bachelor's degree in business or related field; advanced degree in business or law degree desiredA minimum of five years of trust administration experienceExcellent written and verbal communication skillsStrong customer service orientation and excellent relationship skillsCompany DescriptionMidwest Trust Company offers a varied portfolio of trust services to fit a wide array of customer needs. We are committed to providing fiduciary services, including everything from living trusts to estate settlement. Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas.Midwest Trust Company is an Equal Opportunity Employer

Keywords: Midwest Trust Company, Boulder , Personal Trust Administrator, Other , Boulder, Colorado