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The Trust Company of Kansas · 1 week ago

Vice President & Trust Officer

Wichita, KS

Full-time

Onsite

Senior Level

The Trust Company of Kansas is seeking a Vice President & Trust Officer responsible for business development and the administration of various trust account relationships. The role involves overseeing fiduciary accounts, contributing to new business sales goals, and ensuring an elite client experience.

Financial ServicesRetirementWealth Management

Hiring Manager

Martha L. Linsner, CTFA

Responsibilities

Responsible for the day-to-day administration of agencies, guardianships, revocable and irrevocable trusts, individual retirement accounts, ERISA accounts, estate settlements and other types of fiduciary accounts as assigned

Contribute to team new business sales goal

Accountings (Mail Quarterly Statements & Performance Reports, Arrange for Electronic Access)

Cash Flow Review (Set up sufficiently for periodic distributions or payment of bills)

Concentration Letters-Explain TCK Policy/Obtain Client Signature

Daily Review of Overdrafts, Transactions, etc

Investment Philosophy Reviews/Updates (Periodically)

AMS/MIM - Review proper set up and timely realignments

Mutual Fund/Stock/Bond Trading, as needed

Tax Planning (Year-end, Send Tax Ledgers, Communications with Client/Accountants, etc.)

Routine Review of Last AMS/MIM Runs, Risk Tolerance, ACT! Fields in Need of Maintenance, etc

Annual/Interim Account Reviews-Review ACT, MAUI Trust Accounting System, and all related account documents; prepare reports for Trust Investment Committee Review

Serve on Trust Investment Committee

Serve on other committees, if requested

Unique Asset management-Work closely with Unique Asset Officer to properly administer unique assets held in client accounts

Client Meetings-Review client goals, investments, estate planning, gift planning, retirement planning

Client Meetings-Social Events, Thank-you Lunch/Dinner, etc

RCs (Reportable Calls) to/from Clients (Annual RC goal assigned)

Employer Client Meetings (if administration duties include ERISA accounts)

Work with Third Party Administrator to review plan appropriateness for the employer

Obtain beneficiary designations

Determine investment philosophy for each participant

Periodic employee meetings

Meet Annual Sales Goal

Regular contact with Clients, Prospects & Referral Sources

Prospect meetings-Discovery Meetings w/ prospect to determine level of service desired/needed, goals, investment philosophy, etc

Review all Prospects documents (current investment provider’s statements, trust/will/retirement plan/agency, etc.)

Create Morningstar reports for presentation book

Review/Make determination of transfer of marketable securities

Provide exceptional service to Clients, Prospects & Referral sources

Work with sales team to achieve annual team new revenue goal

Work with marketing to achieve annual team new revenue goal

Qualification

Trust accountingClient relationship managementFinancial analysisC.T.F.A. certificationJ.D. degreeExcel proficiencyClient service skillsVerbal communicationOrganizational skillsSelf-motivated