Trust Officer (Phillipsburg) - First National Bank and Trust

Kansas Housing Resource Corp.; Kansas; On-site; USD 50,000 - 70,000; Full time

Job summary

A regional banking institution in Phillipsburg, KS, is seeking a Trust Officer responsible for account administration and managing client investments. The ideal candidate should have a basic understanding of investments, estate planning, and IRA distributions. This full-time position offers the opportunity to work closely with clients, both current and prospective. Apply online for consideration.

Qualifications

• Experience in account administration and investments.
• Ability to meet with clients and contact potential clients.
• Understanding of required minimum distributions (RMD) of IRA accounts.

Responsibilities

• Administer client accounts and manage investments.
• Meet with current and potential clients for asset management.
• Calculate required minimum distributions for IRA accounts.

Skills

Basic knowledge of investments

Knowledge of trusts

IRA's understanding

Retirement planning

Estate planning

Job description

Trust Officer (Phillipsburg) - First National Bank and Trust

Job Title: Trust Officer (Phillipsburg) - First National Bank and Trust

Location: Phillipsburg, KS

Hours: Full-Time

Job Description:

The Trust Officer position would be responsible for both account administration and investments in clients’ portfolio. The officer would be required to meet with current clients as well contacting potential clients for the Asset and Investment Management. This position requires basic knowledge of investments, trusts, IRA’s, retirement planning, and estate planning. The trust officer position also requires understanding and calculations of RMD (required minimum distributions) of IRA accounts.

You can apply online at www.agbank.bank. You will go to our careers tab where you will be redirected to our job listings. From there, you will be able to fill out an application. For assistance, please call Jessica Stewart at 785-543-6511.