Senior Retirement Trust Officer & Fiduciary Advisor

gpac LLC.; Lee's Summit (MO); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Job summary

gpac LLC. is seeking a knowledgeable Trust Officer to administer and grow fiduciary accounts, including IRAs, 401(k)s, ESOP/KSOP.

The role emphasizes client relationship management, regulatory compliance, and prudent investment oversight, with collaboration across Advisors, CPAs, Attorneys, and internal teams. A Bachelor's degree is required, with 2+ years fiduciary or trust experience preferred.

Qualifications

• Bachelor’s degree required.
• Minimum of 2+ years of fiduciary or related trust experience.
• Experience administering ESOP/KSOP, 401(k), IRA, or similar retirement plan accounts.
• Professional designations such as CTFA, CEBS, CPA, or JD are a plus.

Responsibilities

• Develop, retain, and expand client relationships within assigned portfolio.
• Identify opportunities to market additional products and services.
• Anticipate client needs and implement solutions aligned with both client and institutional objectives.
• Lead client onboarding and oversee ongoing account administration.
• Administer accounts in accordance with plan documents, fiduciary standards, bank policies, ERISA, DOL, IRS, and applicable state and federal regulations.
• Ensure proper documentation and adherence to IRS guidelines for IRA contributions, transfers, rollovers, distributions, and withdrawals.
• Manage 401(k) plan operations including contributions, distributions, and recordkeeping.
• Vote ESOP shares in accordance with plan documents and exercise discretion in managing ESOP assets.
• Review and validate annual ESOP stock valuation reports and consult with valuation professionals.
• Apply prudent investment strategies throughout the account lifecycle; oversee portfolio models and monitor performance.
• Collaborate with Advisors, CPAs, Attorneys, and internal stakeholders; communicate complex fiduciary matters clearly.

Skills

Fiduciary Expertise

Client Relationships

Regulatory Compliance

ESOP Administration

IRA/401(k) Administration

Plan Governance

Education

Bachelor's degree

Job description

gpac LLC. is seeking a knowledgeable Trust Officer to administer and grow fiduciary accounts, including IRAs, 401(k)s, ESOP/KSOP.

The role emphasizes client relationship management, regulatory compliance, and prudent investment oversight, with collaboration across Advisors, CPAs, Attorneys, and internal teams. A Bachelor's degree is required, with 2+ years fiduciary or trust experience preferred.