Firstnational

Trust Officer

Kansas City, MO - 1 Ward Parkway

Work authorization required$108k-$183kDetected 22 days ago

TaxCommunicationCollaborationMentoringPublic SpeakingCFA

About the role

Prepare appropriate documentation to transactions ensuring completeness and appropriate approvals.
Monitor all account activity by reviewing and validating daily transactions.
Receive requests for discretionary distributions from beneficiaries and prepare appropriate documentation and obtain appropriate approvals.

The Trust Officer will manage and administer trust relationships and work with an investment portfolio manager to proactively perform investment or market analysis.
They will serve as Trust Advisor with primary accountability for exercising discretion in the best interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as Trustee, Personal Representative, Conservator, or Guardian, often exercising broad discretion for beneficiaries with competing interests, and managing financial risk for the organization.
Retain client base to deliver the highest service and client contact standards.
Collaborate with the client's advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan.
As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily.

Certifications or accreditations such as a CRPC, CFP, CPA, CFA, CWS, CTFA, CFM are helpful.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Bachelor's degree in Business Administration or related field.
MBA or Juris Doctor degree is preferred.
Additional 5+ years of experience in the Trust, Investment or financial services industry.
Previous successful effective relationship management experience.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national and global economy.

Compensation range (base pay): $107,552.00-$182,838.00 This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:

https://www.fnbo.com/careers/benefits/.
For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com.
Medical, Dental, Vision Insurance
Health Savings Account (HSA)/Dependent Care
Benefits Overview:
Time Off Programs
Tuition Assistance
Short-Term/Long-Term Disability Insurance

They will develop, interpret, communicate and facilitate complex trust and estate planning matters as part of the advice-based solutions presented to the customers.

FNBO believes that the quality of our employee experience is at the heart of our customer experience.
One key pillar of our intended employee experience is Belonging.
Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Candidates must possess unrestricted work authorization and not require future sponsorship.

This listing is sourced directly from Firstnational's careers page and normalized into a canonical job model.