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 its team. The successful candidate will be responsible for managing existing trust and investment accounts, coordinating clients' investment and financial planning strategies, and communicating effectively with clients and their advisors.

### Responsibilities

- Manage existing trust and investment management accounts
- Coordinate clients' overall investment, financial, estate, and income tax planning
- 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

-
- A minimum of five years of trust administration experience
- Excellent written and verbal communication skills
- Strong customer service orientation and excellent relationship skills

### Benefits

At Midwest Trust Company, we offer an outstanding benefits package, including:

- Medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays
- 100% of the employee medical and dental insurance premiums
- Employer health savings account contributions

### Salary

The salary for this position is competitive and is based on experience. There is also a new business incentive program available for marketing-oriented Trust Administrators, which allows for the potential 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. 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.

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

Trust Administration, Asset Management, Estate Planning, Investment Planning, Financial Planning, Income Tax Planning

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