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Trust Administrator Location: US-MO-Kansas City Jobcode: 240b803e408f6102739a610ba0019e8f-122020 Email Job
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Trust Administrator – Kansas City, MO
Compensation Range
$70,000 - $100,000 annually (commensurate with experience)
About the Role
Our client, a Kansas City based firm, supports RIA and trust clients across the United States. Currently the firm is growing through the addition of new partnerships and has the need for at least two trust officers. In this role, you will work on the day-to-day responsibilities of assigned trust accounts.
This is not a sales or business development role but you will be working with advisors, planners and wealth managers as clients and will be working in a service first environment. Our client grows by helping their network of RIA’s and advisors growth their client base.
What are we looking for?
- Five + years in a personal trust administration role
- Four-year degree in finance, law or related field (JD not required)
- Understanding of tax and legal issues related to personal trust administration
- Understanding of compliance regulations
- Strong communication skills, written and verbal
- SunGard AddVantage experience is preferred.
Lupton Partners
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