Job Details

Personal Trust Administrator

Company name

Midwest Trust.

Organization Type


Job Type


Years of Experience

Min 5 yrs required


Overland Park, KS

Date Last Verified

Mar 09,2018

Posted on

Feb 26,2018
Practice Area
Trusts and Estates >> Trusts and Estates
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Personal 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.

Company info

Hiring Coordinator
Midwest Trust.
5901 College Boulevard,
Suite 100
Overland Park, KS 66211

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