Estate Settlement

Estate Settlement Finance Jobs

4 jobs found

Senior Trust Operations Officer

Guaranty State Bank & Trust Co Beloit, KS

28d ago

Full time Senior Banking Beneficiary Distributions

Senior Banking Beneficiary Distributions

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Job Description

Position Overview

Join a team that values long term relationships and exceptional service. As a Senior Trust Operations Officer, you will manage a portfolio of trust accounts and provide expert guidance across generations.

Key Responsibilities

Administer and service trust accounts, including opening, funding, maintaining, annual reviews, discretionary distribution evaluations, and interpretation of governing documents (Wills, Trusts, Amendments, etc.).
Build strong relationships with clients, advisors, attorneys, and internal partners.
Develop new customer relationships, identify opportunities within the community, and promote the bank's full range of financial services.
Support estate settlement by coordinating with attorneys and accountants, reviewing documents, approving expenses, facilitating tax preparation materials, and ensuring accurate and timely beneficiary distributions.
Coordinate trust tax return preparation, review returns, and assist in enhancing internal policies and procedures.
Lead or contribute to key initiatives, such as IRA program development, financial planning integration, system conversions, and process improvements.
Manage and oversee trust department staff, providing guidance, performance coaching and reviews, and operational leadership and training to ensure accurate administration of trust accounts and delivery of exceptional client service.

Why Join Us

The Guaranty takes pride in creating a professional, supportive workplace where employees are empowered to succeed. Our team thrives in a culture built on integrity, service, and partnership. We offer competitive compensation, industry-leading benefits, and meaningful opportunities for long-term career growth. If you're looking to join a trusted financial institution that values your expertise and prioritizes your well-being, we invite you to explore a future with us.

Location

Beloit, KS 67420

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Senior Trust Operations Officer

Guaranty State Bank & Trust Co Beloit, KS

30d ago

Full time Senior Banking Beneficiary Distributions

Senior Banking Beneficiary Distributions

Apply Now

Job Description

Location: Beloit, Kansas 67420

Overview

We are seeking a Senior Trust Operations Officer to join our team that values long-term relationships and exceptional service. In this role, you will manage a portfolio of trust accounts and provide expert guidance across generations.

Key Responsibilities

Administer and service trust accounts, including opening, funding, maintaining, annual reviews, discretionary distribution evaluations, and interpretation of governing documents, such as wills, trusts, amendments, and related instruments.
Build strong relationships with clients, advisors, attorneys, and internal partners.
Develop new customer relationships, identify opportunities within the community, and promote the bank's full range of financial services.
Support estate settlements by coordinating with attorneys and accountants, reviewing documents, approving expenses, facilitating tax preparation materials, and ensuring accurate and timely beneficiary distributions.
Coordinate trust tax return preparation, review returns, and assist in enhancing internal policies and procedures.
Lead or contribute to key initiatives, including IRA program development, financial planning integration, system conversions, and process improvements.
Manage and oversee trust department staff, providing guidance, performance coaching and reviews, and operational leadership and training to ensure accurate administration of trust accounts and delivery of exceptional client service.

Why Join Us

The Guaranty takes pride in creating a professional, supportive workplace where employees are empowered to succeed. Our team thrives in a culture built on integrity, service, and partnership. We offer competitive compensation, industry-leading benefits, and meaningful opportunities for long-term career growth. If you value joining a trusted financial institution that respects your expertise and well-being, consider a future with us.

View full job page →

Senior Trust Operations Officer

Guaranty State Bank & Trust Co Beloit, KS

1mo ago

Full time Senior Banking Beneficiary Distributions

Senior Banking Beneficiary Distributions

Apply Now

Job Description

Overview

In this Senior Trust Operations Officer role, you will manage a portfolio of trust accounts and provide expert guidance across generations, contributing to a team that values enduring relationships and exceptional client service.

Key Responsibilities

Oversee the administration and servicing of trust accounts, including openings, funding, ongoing maintenance, annual reviews, discretionary distribution evaluations, and interpretation of governing documents such as wills, trusts, and amendments.
Cultivate strong relationships with clients, their advisors, attorneys, and internal partners.
Develop new client relationships, identify opportunities within the community, and promote the bank's full range of financial services.
Support estate settlements by coordinating with attorneys and accountants, reviewing documents, approving expenses, facilitating tax preparation materials, and ensuring accurate and timely beneficiary distributions.
Coordinate trust tax return preparation, review the returns, and assist in enhancing internal policies and procedures.
Lead or contribute to key initiatives such as IRA program development, integration of financial planning, system conversions, and process improvements.
Manage and supervise trust department staff, providing guidance, performance coaching and reviews, and operational leadership and training to ensure accurate administration of trust accounts and delivery of exceptional client service.

Why Join Us

Guaranty State Bank & Trust Co fosters a professional, supportive workplace where employees are empowered to succeed. Our culture is built on integrity, service, and partnership. We offer competitive compensation, industry-leading benefits, and meaningful opportunities for long-term career growth. If you value a trusted financial institution that prioritizes your expertise and well-being, consider a future with us.

Location

Beloit, KS 67420

View full job page →

Senior Trust Operations Officer

Guaranty State Bank & Trust Co Beloit, KS

1mo ago

Full time Senior Banking Beneficiary Distributions

Senior Banking Beneficiary Distributions

Apply Now

Job Description

Key Responsibilities

Oversee all aspects of trust accounts from opening and funding to ongoing maintenance, annual reviews, discretionary distribution evaluations, and interpretation of governing documents such as wills, trusts, and amendments.
Foster durable relationships with clients, their advisors, attorneys, and internal partners to ensure seamless service.
Cultivate new client relationships, explore opportunities within the community, and promote the bank's comprehensive suite of financial services.
Assist with estate settlements by coordinating with attorneys and CPAs, reviewing documents, approving expenses, assembling tax-related materials, and ensuring timely, accurate distributions to beneficiaries.
Coordinate the preparation and review of trust tax returns, supporting enhancements to internal policies and procedures.
Lead or participate in strategic initiatives, including IRA program development, integration with financial planning, system conversions, and process improvements.
Oversee trust department staff, providing guidance, performance coaching, and reviews, and delivering operational leadership and training to ensure precise account administration and exceptional client service.

Why Join Us

Guaranty State Bank & Trust Co takes pride in a professional, supportive workplace that empowers employees to succeed. Our culture is built on integrity, service, and partnership. We offer competitive compensation, industry leading benefits, and meaningful opportunities for long term career growth. If you value joining a trusted financial institution that respects your expertise and prioritizes your well being, consider a future with us.

Location

Beloit, KS 67420

View full job page →

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