Personal Trust Administrator

Min 5 yrs required

Full-time

No

## Personal Trust Administrator

Midwest Trust Company is seeking an experienced Personal Trust Administrator to join their team. The successful candidate will work with high net worth clients to develop estate planning techniques and asset management strategies.

### Job Responsibilities

- Manage an existing book of trust and investment management accounts
- Coordinate the client's overall investment, financial, estate, and income tax planning to assist the client in achieving specific trust and asset management objectives
- Review, initiate, and report account activity in compliance with legal requirements and internal procedures
- Communicate effectively with clients and their advisors on all trust and asset management objectives

### Requirements

- Bachelor's degree in business or related field; advanced degree in business or law degree desired
- A minimum of five years of trust administration experience
- Excellent written and verbal communication skills
- Strong customer service orientation and excellent relationship skills

### Benefits

Midwest Trust Company offers an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays. They pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions.

### New Business Incentive Program

The position is not required to meet annual new business goals or have a marketing orientation. However, Midwest Trust Company provides a competitive new business incentive program allowing marketing-oriented Trust Administrators the opportunity to significantly increase compensation.

### About Midwest Trust Company

Midwest Trust Company offers a varied portfolio of trust services to fit a wide array of customer needs. They 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.

Medical, Dental, Life, Disability, 401(k), Profit Sharing, Vacation, Sick Leave, Paid Holidays

Legal Requirements, Internal Procedures, Written and Verbal Communication Skills, Customer Service Orientation, Relationship Skills

Bachelor's degree in business or related field, advanced degree in business or law degree desired

Qualification and Experience Bachelor's degree in business or related field, advanced degree in business or law degree desired

Legal