Stifel Financial Corp. · 1 day ago
Senior Personal Trust Administration Officer
St Louis, MO
Full-time
Onsite
Senior Level
5+ years expStifel Financial Corp. is a global wealth management and investment banking firm that prioritizes innovation and client success. The Senior Personal Trust Administration Officer administers complex trust accounts, ensuring compliance with regulations and maintaining relationships with clients and professionals in the field.
BankingFinanceFinancial Services
Responsibilities
Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs
Act as a resource for other Trust Officer's to help them prepare for meetings
Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility
Ensure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines
Coordinate, monitor and execute post-death provisions with appropriate areas of trust company
Review the trust for the dispositive provisions and notify remaindermen
Review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen and secure decedent's real property and tangible personal property by visiting site
Review Court Accountings and file with the appropriate Court or Court Referee
Serve as a team lead by working to field questions from other Trust Officers and Trust Associates, train new administrative employees, and work with managers on department efficiency and development
Approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc. Review daily account activity
Notify the client and FA of any unusual activity in the account
Revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions
Qualification
Required
Bachelor's degree in business or related field
5+ years' experience in Personal Trust Administration or Estate Planning
CTFA or CFP
Proficient in Microsoft Excel, Word, PowerPoint, Outlook
Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs
Act as a resource for other Trust Officer's to help them prepare for meetings
Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility
Ensure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines
Coordinate, monitor and execute post-death provisions with appropriate areas of trust company
Review the trust for the dispositive provisions and notify remaindermen
Review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen and secure decedent's real property and tangible personal property by visiting site
Review Court Accountings and file with the appropriate Court or Court Referee
Serve as a team lead by working to field questions from other Trust Officers and Trust Associates, train new administrative employees, and work with managers on department efficiency and development
Approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc. Review daily account activity
Notify the client and FA of any unusual activity in the account
Revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions
Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc
Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions
Ability to assess liability and react appropriately and promptly
Knowledge of principles and processes for providing customer and personal services
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to lead a group of professional level employees
Benefits
Health, dental and vision care
401k
Wellness initiatives
Life insurance
Paid time off
Company
Stifel Financial Corp.
Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 400 locations across the U.S.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-01-08IPO
Leadership Team
Ronald Kruszewski
Chairman and CEO
Anne Perlman
Managing Director, Investment Banking - Stifel
Recent News
2025-11-11
2025-11-11
2025-11-11
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