This job was posted by https://www.kansasworks.com : For more information, please see: https://www.kansasworks.com/jobs/13092618

Description {#description automation="descriptions-title" bind="text: $.t('Opportunity.OpportunityDetail.Description')"}

At INTRUST Bank, 10 character qualities are at the foundation of all we do.They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each other, are why we give back to communities, and inform how we shape our goals as a company. These character qualities are our tradition, and we bring them to life each day.

Your career is important to you, which makes it important to us. At INTRUST youll find a welcoming, encouraging atmosphere where your talents can thrive. You will be supported in your career, you can lead no matter what your title, and you can see a path for future growth. If youd like to find a place of work where youre appreciated, can find balance, and have a sense of belonging, then we encourage you to apply for this role.

A modern benefits approach:To support our employees and their families, INTRUST offers a comprehensive, market-competitive benefits package that prioritizes your total well-being.

• Competitive pay
• Generous time off
  • Employees receive three weeks of paid vacation plus 11 paid holidays each year.
  • Paid time off to volunteer in the community.
  • Paid employee and family sick leave two weeks upon hire with monthly accruals.
  • Paid parental leave.
• 401(k) plan with 6% employer match and 100% immediately vested.
  • 3% non-elective company contribution; non-elective contribution vested after 3 years of service.
• Career growth and development resources
• Tuition reimbursement for full-time and part-time employees enrolled in any degree program.
• Banking benefits
• Medical, dental, and vision insurance

Benefits eligibility is dependent upon hire date and employment status. Ask for our benefits guide for full details.

Job Summary:Work with clients in resolving issues related to various activities associated with trust and investment accounts. Provide administrative support to the Trust Advisors in all aspects of account and property management and fulfillment of fiduciary responsibilities. Coordinate and oversee workflow of client accounts. Promotes and fosters teamwork across all areas of INTRUST and is focused on delivering a high level of customer service to all. Must maintain strict standards of confidentiality, professionalism, and perform duties in a manner supporting INTRUSTs Character Qualities.

Essential Functions:

All expectations described in the job descriptions essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

Provide administrative collaboration with Trust Advisors in all aspects of the client experience.

Assist Advisors to uphold fiduciary responsibilities in tasks related to account management.

General knowledge in areas of Uniform Prudent Investor Act, court Accountings, discretionary distributions, property law, and real estate management.

Execute on day-to-day trust and investment management administration activities.

General knowledge in the areas of banking, estate, trust, conservatorship, irrevocable trust, IRA, investments, and goals-based management.

Work effectively with Wealth Clients, Wealth staff, Compliance and Legal, and Quality Assurance Group.

Maintain professional conduct with outside contacts such as trust/estate planning attorneys, assisted-living facilities, and CPA firms, among other professionals in the community.

Education and Experience:Bachelors degree in area of business or related field with 5+ years previous trust and investment experience a plus. Direct experience with wealth management services, trust administration, and goals-based management a plus.

Required Skills and Knowledge:Excellent client communication skills, both written and oral are a must. Must be able to effectively manage multiple tasks in a business setting.

Required Licenses and/or Certifications:Any industry designations specific to the Wealth Management business is a plus.

Physical Demands:Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions:Normal office conditions.

*This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. *