Trust Administrator Jobs in Shawnee, KS
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.
lending....
- Kansas City, MO (7 miles from Shawnee, KS)
- 45+ days ago
- Kansas City, MO (7 miles from Shawnee, KS)
- 45+ days ago
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...
Demographic Data for Shawnee, KS
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Shawnee, KS
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Shawnee, KS offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- OFAC
- Know Your Customer
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Valuation
- Anti-Money Laundering
- Investment Management
- Account Reconciliation
- Taxes
- Financial Planning
- Financial Analysis
- Client Services
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Accounts Payable
- Closing
- Decision Making
- Process Improvement
- Accounting
- High School Diploma
- Business Development
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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