Highlights
Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. As a Trust Officer, you will act as the fiduciary officer for assigned trust relationships, interpreting governing documents and administering trusts accordingly.
Numbers & Facts
| Location | Clayton, MO |
| Industry | Banking |
| Company Size | 100 to 499 employees |
| Year Founded | 1902 |
| Website | https://www.centralbank.net/ |
Description
Trust Officer Overview
Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. You can benefit and grow your business by utilizing the vast resources and platform available to our advisors. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.
Job Summary
We are seeking a fiduciary professional who enjoys client service and participates in a team atmosphere. As a Trust Officer, you will act as the fiduciary officer for assigned trust relationships, interpreting governing documents and administering trusts accordingly. To be successful in this role, you will need to be an active listener, effective communicator, people-focused, team-oriented, self-starter, and detail oriented.
Daily duties include exercising discretionary authority within policy, advising beneficiaries, and partnering with Wealth Advisors and Investment Officers on the client team. The ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.
Job Duties
- Act as fiduciary officer for assigned trust relationships
- Interpret governing documents and administer trusts accordingly
- Exercise discretionary authority within established policy
- Advise beneficiaries and partner with Wealth Advisors and Investment Officers
- Interactive use of the AddVantage trust accounting system and Fidelity custodial system
- Direct the work of Trust Associates in support of client relationships
- Other duties as assigned
Qualifications
- CTFA or Juris Doctor (JD) required
- Excellent communication, customer service and organizational skills
- Professional office appearance and demeanor. Confidentiality a must
- Attention to detail, aptitude with numbers and proficient organizational skills critical
- Ability to read and interpret governing documents, operating instructions and policy and procedure manuals
- Ability to speak effectively with clients and employees
- Capable of drafting grammatically correct correspondence
- Working knowledge of Microsoft Office, specifically Word and Excel
- Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously
Monday - Friday 8:00am - 4:30pm Clayton
Benefits
Paid Sick Days, Performance Bonus, Prescription Drug Coverage, Professional Development, 401K, Employee Referral Program, Flexible Spending Accounts, Employee Events, Tuition Reimbursement, Life Insurance
About Company
Central Bank has been serving the St. Louis metropolitan area for over 115 years. Since our inception we have been a conservative financial institution and have always focused on the basic business of making loans in and attracting deposits from the communities we serve. Today we still take the same approach to our business throughout the metropolitan area.
We offer local management, long-term stability and a full range of deposit and lending products and services coupled with a very personalized approach to providing financial services.
We are one of the top mortgage lending providers in the St Louis area with a knowledgeable and experienced group of loan officers and mortgage staff. Our commercial lending team has a long history of working with businesses to finance their needs today and as they grow in the future.
Central Bank offers a full range of online banking services including online bill pay, mobile check deposit, e-statements and a full complement of checking and savings products
Central Bank is a wonderful place to grow and develop your talent! We are more than a place to work, we encourage teamwork, community involvement, and a family environment rooted in respect and pride for each person who contributes to our success and the success of our customers.
Central Bank is family-owned. We refer to our team as our “Central Bank family.” This comes from a genuine appreciation for the people who dedicate their talent to our company’s success. Providing outstanding benefits is one of the primary ways we strive to be an employer-of-choice. Our overall compensation philosophy is based on pay for performance and ensures our employees are paid competitively. Our employees also have access to a comprehensive package of benefits, rewards and recognition.