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Job Classification: Exempt
Work Schedule: Monday through Friday 8:00 a.m. to 5:00 p.m.
Reporting Structure: Advisor Team Lead; President & Director of Wealth Management
Location: Lawrence Kansas Office
Organization: The Trust Company provides financial planning, investment and fiduciary management services for groups of clients, who are assigned to individual Trust Officers and Wealth Advisory Teams. The Trust Company provides expertise for the following fiduciary client relationships: revocable and irrevocable trusts, discretionary investment management accounts, court-appointed Executorships and Conservatorships, qualified retirement plans, IRAs, corporate cash management accounts, and charitable foundations. The Trust Company staff and leadership focuses on providing first-class service to its Clients and continuing to grow its family of Clients.
Primary Accountability: The Trust Officer is responsible for:
Major Duties:
Qualifications:
Physical Demands:
Work Environment:
Additional Duties: Additional duties and responsibilities may be added to this job description at any time.The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as requested by their supervisor.
Full Time
$62k-77k (estimate)
01/12/2024
06/06/2024