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Strong knowledge of fiduciary law, trust administration, and estate planning, coupled with problem solving and perseverance to bring challenges to resolution. A minimum of eight (8) years' experience in personal trust administration and estate planning, experience in a directed trust environment preferred.
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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The Trust Officer will be responsible for the administration and compliance of trusts while maintaining excellent communication with multiple registered investment advisors (RIAs) who refer clients to the trust company.
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You have 8 or more years’ experience in Trust Administration, problem solving and dispute resolution and assistance with litigation management. The Trust Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling complex situations.
Starting at $83,200 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance. Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated 4 months ago - UpvoteDownvoteShare Job
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Ensures that all liens, including deeds of trust and notice of liens are filed in a timely matter in order to protect the Bank’s lien on collateral; Previous experience in customer service or loan administration; and.
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The National Airspace Systems Integration Support ( NISC) program at Leidos is seeking a Civil Engineer to provide support to the Federal Aviation Administration (FAA) located in Kansas City, MO.
$66,300 - $119,850 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Work cooperatively with Loan Administration to ensure all documentation is accurate and received in time for closing and preparation of closing documents for assigned lender(s) Customer inquiries regarding account and loan products and services, both over the phone and in-personOpen, close, and perform maintenance on all accounts and customer profilesAssist customers with all transaction types including preparing cashier's checks for commercial and trust customersPrepare change orders and balance branch cash dailyProcess overdraftsDocument scanning and electronic filing for account and CIP.
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For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services.
$22.6 - $30.3 an hourExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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2+ years of successful experience in trust administration, servicing and managing fiduciary relationships with high net worth clients (or equivalent) Technically proficient in fiduciary law, tax investments and administration.
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Experience with Community Development Block Grant (CDBG) grant writing and administration. In turn, we trust these benefits and rewards will amplify the pride and satisfaction you feel as an integral part of JEO. A few of the highlights include competitive salaries, insurance options, vacation/sick/flex time, 401K matching, wellness incentives, comprehensive career development support, an annual bonus program, participation in our Employee Stock Ownership Plan (ESOP) and much more aimed at enriching your experience with us.
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Communicate effectively with clients and their wealth advisors on all trust administration and asset management objectives. Minimum five years of trust administration experience with strong knowledge and proven technical proficiency in administering various irrevocable trusts.
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Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP.
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Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region.
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Advise the Special Assets team with the administration of, including the sale or transfer of, real estate or closely-held entities (such as closely held corporations, partnerships, and limited liability companies) in trust and estate accounts.
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trust administration jobs in Overland Park, KS
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