Trust Officer
On-siteTopeka, Kansas, United States
Topeka, Kansas, United StatesOn-siteFull TimeMid LevelBachelors DegreeMedium
Full TimeMid LevelBachelors DegreeMedium
Job Summary
Trust Officer responsible for administering personal trust, agency, and probate accounts; develop new business by calling on customers, prospects, and centers of influence to achieve profitable trust volume; maintain profitability through fee schedules and service quality; participate in community relations and seminars; travel locally as needed; requires 3–5 years of trust or related sales/financial/legal experience and a Bachelor’s or Master’s degree (JD/CPA preferred); strong client-relations, communication, and analytical skills, plus proficiency with Office tools.
Required Qualifications
- Three to five years of trust or related sales, or financial, or legal services experience required
- Bachelor’s or Master’s Degree required; strong preference for JD, CPA or another industry-specific credential
- Strong written, verbal, interpersonal and analytical skills
- Proficiency in Microsoft Office, Word, Excel and Outlook
- Ability to attract and retain trust and investment customers
- Ability to write routine reports and business communications
- Understanding of basic investment and financial concepts
- Maintain general knowledge of trust law, income and estate taxes in investments and insurance products
- Interpersonal skills and ability to interact with customers and management
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