Personal Trust Administration Assistant Manager

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Manage intricate trust accounts in compliance with governing documents and relevant legislation.

• Offer leadership and support for Trust Officers and administrative staff.

• Oversee and implement post-death provisions.

• Authorize and oversee the creation of accounts within the trust company.

• Examine Court Accountings and submit them to the appropriate Court.

⛳️ Requirements

• Bachelor's Degree in Business.

• Over 10 years of experience in Personal Trust Administration or Estate Planning.

• CTFA or CFP certification is mandatory.

• Skilled in Microsoft Excel, Word, PowerPoint, and Outlook.

🏝️ Benefits

• Health insurance.

• Dental care.

• Vision care.

• 401k.

• Wellness initiatives.

• Life insurance.

• Paid time off.