Trust Administrator Jobs in Kansas City, MO
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Trust Officer A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private...
- Shawnee, KS (7 miles from Kansas City, MO)
- 45+ days ago
- Shawnee, KS (7 miles from Kansas City, MO)
- 45+ days ago
lending....
Relationship & Trust Officer Chinquapin Trust Company
- Kansas City, MO
- 60+ days ago
- Kansas City, MO
- 60+ days ago
HALLMARK- Because Connecting With Each Other Has Never Been More Important For more than a century, Hallmark has been bringing people together and improving the relationships that matter most....
Demographic Data for Kansas City, MO
Moving to Kansas City, MO? Find some basic demographic data about Kansas City, MO below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Kansas City, MO
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Kansas City, MO offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Know Your Customer
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Wealth Management
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Service Standards
- Investment Banking
- Investment Management
- Account Reconciliation
- Taxes
- Financial Planning
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Mentoring
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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