Strategic Trust Administrator & Fiduciary Specialist

National Advisors Trust; Leawood (KS); On-site; USD 90,000 - 130,000; Full time

Job summary

National Advisors Trust is seeking a seasoned trust officer to manage and service assigned trust accounts with a client-forward service mentality.

The role requires strong written and verbal communication, adherence to procedures, and meticulous record-keeping. You will work with investment advisors, ensure compliance, and support tax-related activities in a fast-paced fiduciary environment.

Qualifications

• Undergraduate degree required.
• Advanced designation CTFA, CFP or JD preferred.
• Strong critical thinking and problem solving with perseverance to resolution.
• Ability to work in a risk-based culture, identifying legal and compliance issues.

Responsibilities

• Review and administer trusts according to governing instruments and applicable law.
• Collaborate with investment advisors and respond to inquiries related to administration.
• Ensure all internal compliance and documentation requirements are satisfied per fiduciary policies.
• Review discretionary distribution requests and document decisions to approve or deny.
• Oversee administrative duties including internal processes, distribution and cash management.
• Participate in new account opening by reviewing governing instruments and documents.
• Coordinate asset transfers from prior custodians and ensure documentation.
• Monitor account closings and coordinate with Operations for asset delivery.
• Maintain fiduciary and administrative documents in the document management system and CRM.
• Stay current on national and state trust law and communicate impact to the trust team.

Skills

Verbal communication

Written communication

Analytical skills

Attention to detail

Time management

Team player

Confidentiality

Problem solving

Education

Undergraduate degree

CTFA, CFP or JD designation preferred

Tools

Microsoft Office

CRM

FIS AddVantage

Job description

National Advisors Trust is seeking a seasoned trust officer to manage and service assigned trust accounts with a client-forward service mentality.

The role requires strong written and verbal communication, adherence to procedures, and meticulous record-keeping. You will work with investment advisors, ensure compliance, and support tax-related activities in a fast-paced fiduciary environment.