Trusted Wealth Advisor & Estate Planner

The Trust Company; Marysville (KS); On-site; USD 65,000 - 95,000; Full time

Job summary

The Trust Company seeks a Trust Officer & Wealth Advisor to deliver exemplary client service, manage accounts, and coordinate estate planning and wealth transfer tasks. You will collaborate with a team to ensure accurate transactions, regulatory compliance, and timely communications with clients.

Ideal candidates hold a related degree, strong MS Office and CRM/DMS experience, and a commitment to confidentiality and ongoing professional development.

Qualifications

• Bachelor’s degree in a related field preferred.
• Proficient in typing and general computer skills.
• Experience with MS Office and spreadsheet prep required.
• Prior investment, banking, trust, or financial services experience preferred.
• Strong customer service and communication skills.
• Ability to work independently and in a team.
• Ability to handle confidential information with good judgment.
• Interest in continuing education or certifications.

Responsibilities

• Serve as the first point of contact for clients with timely, professional support.
• Initiate and respond to written communications with clients and professionals.
• Assist clients with account management and collaborate with teammates.
• Monitor account transactions with the team to ensure accuracy.
• Review transactions for accuracy.
• Maintain CRM client and prospect data including tasks.
• Maintain client and prospect files in DMS with metadata.
• Review monthly regulatory account reviews and ensure client expectations.
• Schedule client meetings and manage follow-up materials.
• Assist with fiduciary tax filings and estimated tax payments.
• Support business development and event participation.
• Record and maintain all sales opportunities in CRM.
• Stay current on estate planning knowledge and document creation.
• Collaborate with Estate Settlement Officer for wealth transfer services.
• Assist with estate planning services and document drafting.

Skills

Typing

MS Office

Spreadsheet

Customer service

Verbal communication

Teamwork

Confidentiality

Attention to detail

Education

Bachelor’s degree preferred

Tools

CRM software

DMS

Microsoft Excel

Job description

The Trust Company seeks a Trust Officer & Wealth Advisor to deliver exemplary client service, manage accounts, and coordinate estate planning and wealth transfer tasks. You will collaborate with a team to ensure accurate transactions, regulatory compliance, and timely communications with clients.

Ideal candidates hold a related degree, strong MS Office and CRM/DMS experience, and a commitment to confidentiality and ongoing professional development.