Trust Advisor – Special Needs Trust
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Regulatory Compliance Specialist
Job Description & How to Apply Below
Responsibilities
- Develop subject matter expertise in fiduciary related areas
- Serve as a Trusted Advisor by developing close, personal relationships with clients and their families
- Anticipate clients service offering needs and coordinate with partners along with external advisors
- Actively participate in expanding and deepening existing relationships
- Oversee the administration of trust accounts, ensuring compliance with trust documents and legal requirements
- Bachelor’s degree in Finance, Accounting, Law, or a related field
- Advanced degree or professional certification (e.g., CTFA, CFP) preferred
- Minimum 7 years of experience in trust and estate administration
- Strong knowledge of trust and estate laws and regulations
- Demonstrated ability to advise on fiduciary strategies
- Proficiency in Microsoft Office Suite
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