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1 Personal Trust Administrator - Now Hiring Job in Greenwood, CO

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MTC Holding Corporation
Greenwood, CO | Full Time
$63k-82k (estimate)
2 Months Ago
Personal Trust Administrator - Now Hiring
$63k-82k (estimate)
Full Time 2 Months Ago
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MTC Holding Corporation is Hiring a Personal Trust Administrator - Now Hiring Near Greenwood, CO

Job Description

Description: The Midwest Trust Company is looking for an experienced Personal Trust Administrator who will work with high net worth clients to develop estate planning techniques and asset management strategies. We also offer an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays. We pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions. Specific duties include the following: * 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 their advisors on all trust and asset management objectives Requirements: Desired Skills and Experience * Bachelor's degree in business or related field; advanced degree in business or law degree * desired * A minimum of five years of trust administration experience * Excellent written and verbal communication skills * Strong customer service orientation and excellent relationship skills This position is not required to meet annual new business goals or have a marketing orientation. However, we do provide a competitive new business incentive program allowing marketing-oriented Trust Administrators the opportunity to significantly increase compensation. Company Description Midwest Trust Company offers a varied portfolio of trust services to fit a wide array of customer needs. We are committed to providing fiduciary services, including everything from living trusts to estate settlement. Midwest Trust Company was founded in 1993 and is headquartered in Overland Park, Kansas. Midwest Trust Company is an Equal Opportunity Employer PI208606883

Job Summary

JOB TYPE

Full Time

SALARY

$63k-82k (estimate)

POST DATE

03/28/2023

EXPIRATION DATE

05/14/2024

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The following is the career advancement route for Personal Trust Administrator - Now Hiring positions, which can be used as a reference in future career path planning. As a Personal Trust Administrator - Now Hiring, it can be promoted into senior positions as a Trust Operations Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Trust Administrator - Now Hiring. You can explore the career advancement for a Personal Trust Administrator - Now Hiring below and select your interested title to get hiring information.