Job Summary: Responsible for business development and the day-to-day administration of a variety trust account relationships
Job Functions: Responsible for the day-to-day administration of agencies, guardianships, revocable and irrevocable trusts, individual retirement accounts, ERISA accounts, estate settlements and other types of fiduciary accounts as assigned. Contribute to team new business sales goal
Salary: Competitive salary based on experience
Benefits: Major Medical High Deductible Health Plan, HSA or FSA Plan, Life Insurance, Disability Insurance, Paid Parking, Paid Time Off, Employee Stock Ownership Plan, 401(k)/Profit Sharing Plan
Hours: 8:30 a.m. - 4:30 p.m.
Location: In-person, Wichita, Kansas office
Type of job: Full-time; salaried; non-exempt
REQUIREMENTS / ATTRIBUTES:
A Commitment to TCK’s Team Culture
A Commitment to Team Success over personal success, WE NOT ME
A Commitment to TCK’s focus of providing an elite client experience
A strong work ethic
Accounting, trust, or banking experience preferred
Bachelor’s degree preferred
C.T.F.A. and/or J.D. preferred
Excel proficiency required
Excellent organizational, analytical, and interpersonal skills; strong attention to detail; and proven ability to prioritize and multi-task required
Personal cell phone required for multi-factor authentication for software access
Ability to lift standard file boxes (approximately 35 pounds) required
ADMINISTRATIVE TASKS:
Accountings (Mail Quarterly Statements & Performance Reports, Arrange for Electronic Access)
Cash Flow Review (Set up sufficiently for periodic distributions or payment of bills)
Concentration Letters-Explain TCK Policy/Obtain Client Signature
Daily Review of Overdrafts, Transactions, etc.
Investment Philosophy Reviews/Updates (Periodically)
AMS/MIM - Review proper set up and timely realignments
Mutual Fund/Stock/Bond Trading, as needed
Tax Planning (Year-end, Send Tax Ledgers, Communications with Client/Accountants, etc.)
Routine Review of Last AMS/MIM Runs, Risk Tolerance, ACT! Fields in Need of Maintenance, etc.
Annual/Interim Account Reviews-Review ACT, MAUI Trust Accounting System, and all related account documents; prepare reports for Trust Investment Committee Review
Serve on Trust Investment Committee
Serve on other committees, if requested
Unique Asset management-Work closely with Unique Asset Officer to properly administer unique assets held in client accounts
RETENTION TASKS:
Client Meetings-Review client goals, investments, estate planning, gift planning, retirement planning
Client Meetings-Social Events, Thank-you Lunch/Dinner, etc.
RCs (Reportable Calls) to/from Clients (Annual RC goal assigned)
Employer Client Meetings (if administration duties include ERISA accounts)
Work with Third Party Administrator to review plan appropriateness for the employer
Sign up new participants
Obtain beneficiary designations
Determine investment philosophy for each participant
Periodic employee meetings
NEW REVENUE TASKS:
Meet Annual Sales Goal
Regular contact with Clients, Prospects & Referral Sources
Prospect meetings-Discovery Meetings w/ prospect to determine level of service desired/needed, goals, investment philosophy, etc.
Review all Prospects documents (current investment provider’s statements, trust/will/retirement plan/agency, etc.)
Create Morningstar reports for presentation book
Review/Make determination of transfer of marketable securities
Provide exceptional service to Clients, Prospects & Referral sources
Work with sales team to achieve annual team new revenue goal
Work with marketing to achieve annual team new revenue goal
KNOWLEDGE, SKILLS & ABILITIES:
Computer skills including MS Word, Excel, PowerPoint, ACT!, Morningstar, and Outlook
Ability to operate business equipment
Ability to work in a team environment
Strong client service skills
Strong verbal and written communication skills
Excellent presentation skills
Strong organizational skills
Self-motivated
SOFTWARE USAGE:
MAUI (Trust accounting)
ACT (Client Relationship Manager)
Money GuidePro Envestnet
MorningStar
Microsoft Office products
Supervisor: Position reports directly to Senior Vice President & Trust Officer
Assistant: Shared with other Account Officer(s)
