Mariner Holdings

Trust Officer II

Job Location(s) US-KS-Overland Park
Posted Date 3 months ago(11/8/2017 11:23 PM)
Entity
MTC - Mariner Trust Company
# of Openings
1
Category
Compliance/Legal
Job Closing Date
9/30/2017

Overview

Achieve. Evolve. Lead. At Mariner’s inception, there was only one goal. The co-founders simply wanted to build a company they could be proud of while always putting the client first. It is on this foundation each company within the Mariner family is built. Each organization lets you in on something special, but collectively, the Mariner family is one of a kind. As a rapidly growing global financial services firm, every action and every decision starts and ends with what is best for our clients.

 

We are seeking candidates for a Trust Officer II position in Mariner Trust Company’s Overland Park, Kansas office. Mariner Trust Company offers corporate trustee and estate advisory services for clients of Mariner Wealth Advisors.  The Trust Officer will be responsible for the administration and compliance of trusts while maintaining excellent communications with Mariner Wealth Advisors who refer clients’ trusts to the trust company.  They also will work closely with Mariner Wealth Advisors to develop, review and summarize estate plans for high net worth clients; and develop presentation materials, as needed, related to various estate planning topics.

Responsibilities

  • Review and administer trusts in accordance with the document and governing statutes.
  • Prepare new account openings and closings by reviewing the trust instrument and all necessary documents.
  • Process and coordinate fiduciary actions including discretionary distributions, document interpretation, tax preparation and compliance, and account maintenance.
  • Educate and build relationships with Mariner Wealth Advisors, their clients and estate planning professionals.
  • Assist in the coordination of the client's overall investment, financial, estate, and income tax planning to support the wealth advisor in achieving specific trust wealth transfer and philanthropic objectives for their clients.
  • Remain current on relevant tax law changes and communicate those changes to various user groups within the firm; develop technical content to keep wealth advisors and clients up to date.
  • Communicate effectively with clients and their wealth advisors on all trust and asset management objectives.
  • Participate alongside business development officers to assist with client prospecting efforts.

Qualifications

  • Minimum five years of trust administration experience with strong knowledge and proven technical proficiency in administering irrevocable trusts
  • In depth understanding of complex estate planning strategies and experience reviewing and providing summaries of estate plan documentation; including Wills, Trusts, Powers of Attorneys, Health Care Directives.
  • Bachelor's degree in finance or business-related field; Juris Doctorate (JD) required
  • Other Accreditations preferred:  CPA, CFP®, CTFA
  • Experience with the management of family limited partnerships and closely-held businesses preferred
  • Excellent written and verbal communication skills
  • Strong customer service orientation and excellent relationship skills

 

EOE/M/F/D/V

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