Vice President, Trust Officer

Midwest Trust Company; Overland Park (KS); On-site; USD 120,000 - 180,000; Full time

Job summary

Midwest Trust Company seeks a Vice President, Trust Officer to oversee fiduciary relationships and administer trust accounts with strict adherence to governing documents and fiduciary standards. You will coordinate with portfolio managers, manage client communications, and ensure accurate reporting while leading risk controls and cross-functional collaboration.

You will mentor staff and support senior officers on high‑value accounts, driving client retention and growth within a trusted fiduciary

Qualifications

• Bachelor's degree in Finance, Business, Accounting, or related field required.
• Professional certifications preferred or in progress: CTFA, CFA.
• Advanced degree (JD, MBA, or related) is a plus but not required.

Responsibilities

• Administer a portfolio of trust accounts per fiduciary documents and ensure proper execution of distributions and beneficiary communications.
• Serve as primary relationship contact for assigned clients and coordinate meetings and follow-ups.
• Partner with Portfolio Managers to align investment strategy with trust objectives and monitor performance.
• Ensure activities comply with governing documents, fiduciary standards, and regulatory expectations.
• Maintain accurate trust records and deliver client reporting including account statements and summaries.
• Collaborate with internal teams (Investment Management, Tax, Operations, Legal, Compliance) to resolve issues and improve workflows.
• Respond to client inquiries and manage account maintenance, transfers, and distributions.
• Identify opportunities to expand relationships and support COI development.

Skills

Fiduciary decision-making

Relationship management

Analytical skills

Communication

Attention to detail

Deadline management

Education

Bachelor's degree in Finance/Business/Accounting

CTFA (Certified Trust and Fiduciary Advisor)

CFA (Chartered Financial Analyst)

Advanced degree (JD, MBA)

Tools

SEI

FIS

Addvantage

Job description

The Vice President, Trust Officer is responsible for the administration and oversight of fiduciary relationships, delivering high-quality trust services to individuals, families, and institutional clients. This role serves as both a fiduciary decision-maker and relationship manager, ensuring trust accounts are administered in accordance with governing documents, applicable laws, and firm policies.

The VP, Trust Officer operates as a developing leader within the trust organization, managing moderately complex relationships, supporting senior officers on high-value accounts, and contributing to client retention and growth while maintaining strict adherence to fiduciary standards and risk controls.

Essential Duties/Responsibilities

to be performed with or without accommodation

1. Trust Administration & Fiduciary Execution

• Administer a portfolio of trust accounts, including:
• Revocable and irrevocable trusts
• Directed and discretionary trusts
• Estate and agency accounts
• Interpret and apply trust provisions to ensure proper execution of:
• Distributions and disbursements
• Beneficiary communications
• Administrative actions
• Ensure all activities comply with governing documents and fiduciary standards.

2. Client Relationship Management

• Serve as primary relationship contact for assigned clients (or co-contact on complex relationships).
• Build strong client relationships through:
• Responsive communication
• Understanding client goals and family dynamics
• Coordinate client meetings, prepare materials, and manage follow-up execution.

3. Investment Oversight & Coordination

• Partner with Portfolio Managers to:
• Align investment strategy with trust objectives and risk tolerance
• Monitor account performance and cash needs
• Ensure investment activities are consistent with:
• Trust document requirements
• Fiduciary obligations (prudent investor standards)
• Identify and elevate fiduciary, operational, or client risks.
• Maintain thorough documentation of:
• Discretionary decisions
• Client instructions
• Ensure compliance with:
• State trust laws
• Internal policies and procedures
• Audit and regulatory expectations

5. Documentation, Reporting & Administration

• Maintain accurate trust records, including:
• Trust agreements and amendments
• Account activity and transaction history
• Review and deliver client reporting:
• Account statements
• Administrative summaries
• Support audit readiness through complete and defensible files.

6. Cross-Functional Collaboration

• Partner with internal teams including:
• Investment Management
• Tax & Accounting
• Operations / Trust Administration
• Legal & Compliance
• Assist in resolving client issues and improving workflows across departments.

7. Client Service & Operational Support

• Respond to client inquiries, service requests, and account maintenance needs.
• Coordinate:
• Account openings and asset transfers
• Distributions and cash movements
• Ensure timely and accurate execution of all service-related activities.

8. Growth & Business Development Support

• Identify opportunities to:
• Expand existing client relationships
• Introduce additional services
• Support senior officers in:
• Centers of influence (COI) relationship development (attorneys, CPAs, RIAs)

Education & Credentials

• Bachelor's degree in Finance, Business, Accounting, or related field required
• Professional certifications preferred or in progress:
• CTFA (Certified Trust and Fiduciary Advisor)
• CFA (Chartered Financial Analyst)
• Advanced degree (JD, MBA, or related) is a plus but not required

Experience

• 4–7 + years of experience in:
• Trust administration
• Wealth management
• Estate planning or fiduciary services
• Experience within a trust company, bank trust department, or RIA platform preferred
• Exposure to client-facing responsibilities and fiduciary decision-making required

Knowledge, Skills, Abilities

required to perform essential functions

Technical & Functional Knowledge

• Understanding of:
• Trust structures and fiduciary responsibilities
• Basic tax implications of trusts and estates
• Investment principles and portfolio construction
• Experience with trust accounting systems (e.g., SEI, FIS, Addvantage) preferred

Core Competencies

• Strong analytical and problem-solving skills
• High attention to detail and organizational discipline
• Effective communication and relationship management
• Sound judgment and developing fiduciary decision-making capability
• Ability to manage multiple priorities in a deadline-driven environment
• High ethical standards and commitment to confidentiality

Performance Expectations

• Accurate and timely administration of assigned trust accounts
• High client satisfaction and responsiveness
• Strong documentation supporting fiduciary decisions
• Minimal operational or compliance exceptions
• Effective collaboration across internal teams
• Demonstrated progression toward managing more complex relationships

Work Environment and Physical Demands

required to perform essential functions

• Moderate noise (business office with computers, phone, printers, light traffic)
• Ability to sit at a computer for an extended period of time
• Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone
• Specific vision abilities include close vision requirements due to computer work

Midwest Trust Company is an Equal Opportunity Employer