Senior Trust Administration Manager – Remote Offices

Stifel Financial Corp.; Missouri; A distancia; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Stifel Financial Corp. in Missouri seeks an experienced Personal Trust Administration Assistant Manager to lead trust operations across remote offices, ensuring compliant administration and efficient workflows.

You will mentor Trust Officers, coordinate with attorneys and accountants, and uphold fiduciary standards while guiding complex accounts. A Bachelor's in Business and 10+ years in Trust Administration or Estate Planning are required; CTFA/ CFP preferred.

Formación

• Bachelor’s Degree in Business.
• 10+ years’ experience in Personal Trust Administration or Estate Planning.
• CTFA or CFP credential preferred.

Responsabilidades

• Provide leadership and workflow management for Trust Officers and staff in remote offices.
• Oversee complex trust accounts and fiduciary decisions within guidelines.
• Coordinate with attorneys, CPAs, and personal representatives for estates and updates.

Conocimientos

Leadership

Regulatory compliance

Client relations

Process optimization

Analytical thinking

Educación

Bachelor's in Business

Herramientas

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Descripción del empleo

Stifel Financial Corp. in Missouri seeks an experienced Personal Trust Administration Assistant Manager to lead trust operations across remote offices, ensuring compliant administration and efficient workflows.

You will mentor Trust Officers, coordinate with attorneys and accountants, and uphold fiduciary standards while guiding complex accounts. A Bachelor's in Business and 10+ years in Trust Administration or Estate Planning are required; CTFA/ CFP preferred.