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Years of Experience
Date Last Verified
ProfilePersonal Trust Administrator The candidate will work with high net worth clients to develop estate planning techniques and asset management strategies. Manages an existing book of trust and investment management accounts. Coordinates the client's overall investment, financial, estate, and income tax planning to assist the client in achieving specific trust and asset management objectives. Reviews, initiates, and reports account activity in compliance with legal requirements and internal procedures. Communicates effectively with clients and the advisors on all trust and asset management objectives. Must have Bachelor's degree in business or related field. Should preferably have advanced degree in business or law degree. Must have 5+ years of trust administration experience. Excellent written and verbal communication skills is required. Strong customer service orientation and excellent relationship skills is needed.
5901 College Boulevard,
Overland Park, KS 66211