Senior Trust Advisor & Estate Planning Specialist

First National Bank of Omaha; Kansas City (MO); On-site; USD 107,552 - 182,838; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) With Matching Contributions

Tuition Assistance

Short-Term/Long-Term Disability Insurance

Job summary

First National Bank of Omaha is seeking a Trust Administrator in Kansas City to manage trust relationships and advise clients on estate planning. You will interpret and communicate complex financial matters, acting as a trusted advisor while ensuring compliance with fiduciary standards.

The role requires a Bachelor’s degree, with an MBA preferred, and 5+ years in the financial services industry. Benefits include medical insurance, 401(k), and tuition assistance.

Qualifications

• 5+ years of experience in the Trust, Investment, or financial services industry.
• Strong knowledge of the finance industry and economic trends.
• Ability to provide complex advice adhering to fiduciary standards.

Responsibilities

• Manage and administer trust relationships with clients.
• Develop and facilitate complex trust and estate planning matters.
• Monitor account activity and ensure compliance with regulations.

Skills

Relationship management

Financial analysis

Estate planning

Communication

Risk management

Education

Bachelor’s degree in Business Administration

MBA or Juris Doctor degree

Job description

First National Bank of Omaha is seeking a Trust Administrator in Kansas City to manage trust relationships and advise clients on estate planning. You will interpret and communicate complex financial matters, acting as a trusted advisor while ensuring compliance with fiduciary standards.

The role requires a Bachelor’s degree, with an MBA preferred, and 5+ years in the financial services industry. Benefits include medical insurance, 401(k), and tuition assistance.