Top 30 Financial advisor Jobs in Boonville, Mo

TRUST ADMINISTRATION PARALEGAL
Midwest Special Needs Trust —Columbia, MO
- $50,000 - $60,000 a year
- Email
- Background check
- Mid-level
- Office
- Travel reimbursement
- Free parking
Quick Apply
5d
Tax Advisor
Squires Tax Planning —Columbia, MO
- $65,000 - $95,000 a year
- Full-time
- Google Workspace
- CPA
- Mid-level
- Continuing education credits
- Health insurance
Quick Apply
2d
Wealth Management Trainee (MO)
Bankers Life —Columbia, MO
- $50,000 - $80,000 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Referral program
Quick Apply
Wealth Advisor
WealthBridge Financial Group —Columbia, MO
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
First State Community Bank —Columbia, MO
- Full-time
- Mid-level
- Bachelor's degree
- 401(k) matching
Associate Advisor
LaBrunerie Financial —Columbia, MO
- From $28 an hour
- Full-time
- Background check
- 5 years
- Office
- Profit sharing
- Paid holidays
Quick Apply
7d
Managing Director (Colombia Metro)
WealthBridge Financial Group —Boonville, MO
- $125,000 - $175,000 a year
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Private Client Advisor Associate
Commerce Bank —Columbia, MO
- $23.80 - $27.65 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Health insurance
- Dental insurance
4d
Registered Representative - State Farm Agent Team Member
Landon Ball - State Farm Agent —Fayette, MO
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Tax Advisor
Squires Tax Planning —Columbia, MO
Prepare for and participate in client strategy meetings, kickoff calls, and quarterly reviews. Review individual and business tax returns, financial information…
$65,000 - $95,000 a year
Quick Apply
2d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
*Strategic Partner Conversion* – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners…
$175,000 - $950,000 a year
Quick Apply

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So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
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TRUST ADMINISTRATION PARALEGAL

Midwest Special Needs Trust
Columbia, MO

Quick Apply

Job Details

Full-time
$50,000 - $60,000 a year
5 days ago

Benefits

Travel reimbursement
Free parking
Wellness program
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Paid sick time

Qualifications

Teamwork
Confidential Clearance
Legal administrative experience
Business Administration
Business
Associate's degree

Full Job Description

Midwest Special Needs Trust, a nonprofit organization dedicated to supporting individuals with disabilities and their families, is seeking an enthusiastic and service-oriented Trust Administration Paralegal to join our team. This position plays a pivotal role in helping individuals and families establish and administer Special Needs Trust sub-accounts across Missouri and neighboring states.

The Trust Services Administration Paralegal is responsible for the administration of special needs trust sub-accounts from intake through closing. This position serves as a primary point of contact for beneficiaries, family members, legal representatives, and community partners while ensuring compliance with trust agreements, organizational policies, and applicable regulations.

The ideal candidate has experience in trust administration, estate planning, probate, elder law, or special needs trusts and possesses excellent organizational, communication, and client service skills.

Essential Duties and Responsibilities

Client Consultations

Conduct consultations with prospective clients, family members, and legal representatives.
Explain trust administration processes and trust agreement documents.
Review trust documents for completeness and accuracy prior to opening trust sub-accounts.
Follow up with responsible parties to obtain outstanding documentation.
Maintain accurate records of pending trust documents.

Trust Account Administration

Serve as backup for entering new trust sub-accounts into the trust management platform.
Maintain complete electronic and paper trust files.
Enter and maintain accurate account activity notes and client records.
Process routine correspondence and document requests.
Monitor trust activity and ensure compliance with organizational policies.

Inactive Trust Management

Open and maintain inactive trust sub-accounts.
Perform annual reviews of inactive accounts.
Transition inactive accounts to active status when appropriate.
Maintain accurate records within the trust management system.

Deposits and Financial Administration

Maintain routine deposit reports and annuity schedules.
Perform quarterly routine deposit reviews.
Prepare reports for the Director of Trust Services.
Assist with monitoring investment activity and processing authorized account changes in accordance with policy.

Trust Closings

Coordinate all closing procedures for trust sub-accounts.
Obtain Medicaid recovery information and remainder beneficiary documentation.
Review trust records and account history.
Process final distributions in accordance with trust agreements, policies, and applicable regulations.
Prepare files for retention upon account closure.

Administrative Support

Assist the Director of Trust Services with trust account reviews, audits, and special projects.
Maintain accurate data and records.
Participate in quality improvement initiatives and departmental meetings.

Community Outreach

Represent the organization at conferences, educational events, and community outreach activities.
Assist with conference exhibits and promotional events.
Participate in professional development opportunities and continuing education.

Other Duties

Perform additional duties as assigned.

Qualifications

Education

Associate's or Bachelor's degree in Paralegal Studies, Legal Studies, Business Administration, Finance, Accounting, or a related field preferred.
Paralegal Certificate preferred.
Equivalent combination of education and relevant experience may be considered.

Experience

Two (2) or more years of experience in trust administration, estate planning, probate, elder law, fiduciary services, banking, or legal administration preferred.
Experience with Special Needs Trusts and Medicaid regulations is highly desirable.
Experience working directly with clients and families preferred.

Knowledge, Skills, and Abilities

Knowledge of trust administration and fiduciary principles.
Understanding of estate planning and trust documents.
Strong organizational and time management skills.
Excellent written and verbal communication skills.
Ability to maintain confidentiality and exercise sound judgment.
Strong attention to detail and accuracy.
Proficiency with Microsoft Office and trust or case management software.
Ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

Certified Paralegal (CP) or comparable professional certification.
Experience with Special Needs Trust administration.
Knowledge of Medicaid eligibility and reimbursement requirements.
Experience working in a nonprofit, legal, or fiduciary services environment.

Benefits

Competitive salary
Health, dental, and vision insurance
Paid time off and holidays
Retirement plan
Professional development and continuing education opportunities
Collaborative and mission-driven work environment

To Apply: Submit your resume and cover letter to [email protected]

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
AD&D insurance
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Free parking
Health insurance
Life insurance
Paid sick time
Paid time off
Professional development assistance
Travel reimbursement
Vision insurance
Wellness program

Application Question(s):

Have you read the education and preferred qualifications? If so, do you meet them?

Education:

Associate (Required)

Location:

Columbia, MO 65202 (Preferred)

Security clearance:

Confidential (Preferred)

Ability to Commute:

Columbia, MO 65202 (Preferred)

Work Location: In person

Quick Apply

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financial advisor jobs in boonville, mo

TRUST ADMINISTRATION PARALEGAL

Tax Advisor

Wealth Management Trainee (MO)

Wealth Advisor

Financial Advisor

Associate Advisor

Managing Director (Colombia Metro)

Private Client Advisor Associate

Registered Representative - State Farm Agent Team Member

Relationship Manager – Private Wealth & Tax Solutions

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