Trust Officer Job at MTC Holding Corporation, Omaha, NE

dWtOU1NTekFRYS82a2FscWxZQ2tBL3hrL0E9PQ==
  • MTC Holding Corporation
  • Omaha, NE

Job Description

The Midwest Trust Company is looking for an Associate Trust Officer who will work with high net worth clients to develop estate planning techniques and asset management strategies.

This position is not required to meet annual new business goals or have a marketing orientation. However, we do provide a competitive new business incentive program allowing marketing-oriented Trust Administrators the opportunity to significantly increase compensation.

We offer an outstanding benefits package, including medical, dental, life, disability, 401(k), profit sharing, vacation, sick leave and paid holidays. We pay 100% of the employee medical and dental insurance premiums and make employer health savings account contributions.

Duties include:
  • Learn to manage or assist with an existing book of trust and investment management accounts
  • Coordinate the client's overall investment, financial, estate, and income tax planning to assist the client in achieving specific trust and asset management objectives
  • Review, initiate, and report account activity in compliance with legal requirements and internal procedures
  • Communicate effectively with clients and their advisors on all trust and asset management objectives
  • Other duties as assigned

Requirements

RequirementsExperience, Education, Certifications, Licenses required to perform essential functions
  • Bachelor's degree in business or related field
  • Trust administration experience preferred, if no experience advanced degree could compensate
Knowledge, Skills, Abilities required to perform essential functions
  • Excellent written and verbal communication skills
  • Strong customer service orientation and excellent relationship skills
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
Preferred Qualifications
  • Advanced degree in business or law degree desired
Midwest Trust Company is an Equal Opportunity Employer MTC Holding Corporation

Job Tags

Holiday work,

Similar Jobs

Mercy Hospital in St. Louis, Missouri - Mercy

Hospitalist - Physician Job at Mercy Hospital in St. Louis, Missouri - Mercy

 ...Hospitalist - Physician at Mercy Hospital in St. Louis, Missouri - Mercy summary: Mercy Childrens Hospital is seeking a board certified or eligible Pediatric Hospitalist to provide inpatient care across pediatric, newborn nursery, and behavioral health units in St... 

Soldiers' Angels

Bake Goodies for Deployed Service Members - Soldiers' Angels Virtual Opportunity Job at Soldiers' Angels

 ...about baking? Join Soldiers Angels baking opportunities, dedicated to supporting deployed service members engaged in combat or humanitarian missions abroad. Our mission is simple: to ensure no service member feels isolated while serving their country. Volunteer with us... 

Banner Health

Acute Pharmacy Technician Job at Banner Health

 ...Phoenix, Arizona Department Name: Pharmacy-Hosp Work Shift: Evening...  ...the past two years. We have over sixteen technician functions at BUMCP. We offer you cross training...  .... BSS Registry Team members and Travelers are not eligible to drive on behalf of Banner... 

AdventHealth

Anesthesia/OR Tech Job at AdventHealth

 ...America) Address: 11801 SOUTH FWY City: BURLESON State: Texas Postal Code: 76028 Job Description: Assists anesthesia providers with patient assessment, monitoring, transporting, positioning, insertion of intravenous and other invasive lines, and... 

Lotus Sales

2026 Summer Sales Intern - Housing Provided + Paid Job at Lotus Sales

 ...Job Description Job Description Relocate for the summer, live with your team, get trained, and earn strong income all in one internship. What Youll Do Door-to-door sales with a team Present services + answer questions Sign up new customers Full-time...