Trust Service Administrator

Are you looking to make a significant impact in the lives of families?

The financial services industry offers the opportunity to serve and positively impact the lives and well-being of others. Within the industry, a career in estate planning and trusts allows you to amplify your impact. We believe trusts are about love, family and the selfless pursuit of acting today to protect tomorrow – and should be central to every estate plan to help create enduring legacies. That is why we have made it our mission to simplify and democratize trusts to allow more advisors and families to ensure complete estate plans and create legacies of love.

Why join us?
We are looking for individuals who believe in the noble purpose of trusts – and want to be part of a movement that redefines trust services to help people protect their loved ones. We are a dynamic, collegial, and evolving culture that invests in top talent and rewards collaboration, curiosity and innovation. By joining National Advisors, you will become part of an in-house team with deep expertise, decades of experience, and a commitment to shaping what’s next for advisors, families, and our industry.

Established in 2001, National Advisors is a premier independent trust company and a culture unified in purpose and mission to simplify trusts and create legacies of love for generations of families. To do so, we deliver complete trust services and are uniquely structured with both a national trust charter and a progressive South Dakota state trust charter to give advisors and the families they serve greater flexibility, customization and control of their estate plans. National Advisors is based in Kansas City and continues to position our brand for growth and leadership across the country.

SUMMARY

The Associate will provide daily support to our internal business partners and/or external clients.  This position will have a variety of duties and tasks to be completed depending on the specific team they are a member of. The Associate must be detail oriented and able to deliver a high level of service to internal and external clients.

The Trust Service Team provide daily Trust Account support to Trust Officer, Advisors, and the accounts we serve. The Trust Service Team Associate is responsible for providing excellent client experiences through various communication channels. They will serve as a daily point of contact for firms we service primarily through phone and email communications. In addition, they will be responsible for daily oversight of assigned accounts and relationships, execute approved account instructions that include account opening, distributions,  receipts, maintenance requests, correspondence, mailings, and general account reviews for trust accounts. Timely and accurate process and delivering excellent client service to both internal and external clients is essential.  

RESPONSIBILITIES AND DUTIES

• Resolve, investigate and analyze simple to complex account inquiries and escalations
• Complete processing and quality control responsibilities within deadlines
• Quality Control with emphasis to detail ​
• Maintain high quality metrics for assigned responsibilities
• Assist teammates with various inquiries across client/role assignments.
• Flexibility in making daily adjustments to address business needs
• Act as a liaison between National Advisors Trust and external parties​
• Provide outstanding client service to internal and external clients
• Effective use of technology and self-service to resolve internal and external inquiries.  ​
• Maintain appropriate levels of confidentiality both internal and external to the organization. 
• Other duties as assigned
• Compliance with BSA/AML/OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA/AML/OFAC training.

COMPETENCIES:

• Accountability
• Client Focused 
• Data Gathering & Analytics​
• Detail Oriented
• Financial Awareness
• Organizational Awareness 
• Problem Solving Skills
• Strong Oral & Written Communication Skills

EXPERIENCE:   

• Bank/Trust operations experience preferred​
• Financial services background preferred ​
• Industry knowledge of stocks, bonds, mutual funds and unique assets, preferred ​
• Motivated self-starter capable of working in a team environment​
• Proficient in Microsoft Office Applications 
• Bachelors Degree in Finance, Business, Accounting or related field or equivalent work experience preferred

WORK ENVIRONMENT:  Professional, business setting.

Physical Requirements

• Must be able to remain in a stationary position for prolonged periods of time.
• Will occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, copy machine, and computer printer.
• Occasionally it requires lifting objects that are 20 pounds to a height of 3-4 feet

This job description is subject to change at any time.