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
Click
here to apply!
|