Senior Trust Administrator

National Advisors Brand; Leawood, Sioux Falls (KS, SD); On-site; USD 90,000 - 130,000; Full time

Job summary

Ultipro in Leawood, KS seeks an experienced trust officer to administer and manage trust accounts with a client-forward service mindset. The role requires excellent written and verbal communication, meticulous record-keeping, and strong knowledge of trust taxation and fiduciary processes.

The incumbent will coordinate with operations for asset transfers, oversee account closings, and maintain comprehensive fiduciary documents. Advanced designation and five years of experience preferred.

Qualifications

• Undergraduate degree required; advanced designation such as CTFA, CFP or JD preferred.
• Strong critical thinking and problem solving with persistence to resolve challenges.
• Proficiency with MS Office and CRM tools.

Responsibilities

• Review and administer trusts in accordance with governing instrument and law.
• Collaborate with investment advisors and respond to inquiries on administration matters.
• Ensure documentation complies with fiduciary policies and procedures.
• Review discretionary distribution requests and document approvals/denials.

Skills

Attention to detail

Communication skills

Process adherence

Independent judgment

Client service orientation

Education

Undergraduate degree

CTFA/CFP/JD designation preferred

Tools

Microsoft Office

FIS AddVantage

Job description

Ultipro in Leawood, KS seeks an experienced trust officer to administer and manage trust accounts with a client-forward service mindset. The role requires excellent written and verbal communication, meticulous record-keeping, and strong knowledge of trust taxation and fiduciary processes.

The incumbent will coordinate with operations for asset transfers, oversee account closings, and maintain comprehensive fiduciary documents. Advanced designation and five years of experience preferred.