Senior Trust Officer - Fiduciary Client Leader

Moneta; Clayton (MO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical and dental insurance

401k Match – 50% of employee contributions up to 6% of compensation

Discretionary annual profit-sharing bonus

Paid parental leave

Onsite wellness programs & rewards

Job summary

Moneta is seeking a Trust Officer responsible for the administration, oversight, and compliance of Moneta Trust operations. You will act as the primary fiduciary contact for client relationships and work closely with the Director of Moneta Trust to ensure exceptional trust administration.

This role requires a B.S. in a related field, along with 5+ years of experience in Trust Operations. Moneta offers comprehensive benefits including paid holidays, employer-shared medical insurance, and 401k match programs.

Qualifications

• 5+ years related experience in Trust Operations.
• Experience with Trust accounting software and reporting requirements.
• Must be authorized to work in the United States.

Responsibilities

• Administration and oversight of Moneta Trust operations.
• Evaluation of complex inquiries and requests to support decision-making.
• Serving as primary fiduciary contact for client relationships.

Skills

Trust Operations

Trust accounting software

Microsoft Office

Education

B.S. in Business, Accounting, Management, or related field

JD, CTFA, CFA, CFP or other professional designations

Job description

Moneta is seeking a Trust Officer responsible for the administration, oversight, and compliance of Moneta Trust operations. You will act as the primary fiduciary contact for client relationships and work closely with the Director of Moneta Trust to ensure exceptional trust administration.

This role requires a B.S. in a related field, along with 5+ years of experience in Trust Operations. Moneta offers comprehensive benefits including paid holidays, employer-shared medical insurance, and 401k match programs.