JobMesh

Director, Trust Services

FNBO · Kansas City, Missouri, US

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fi...

Job description

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Trust Advisor will manage and administer trust relationships and work with an investment portfolio manager to proactively perform investment or market analysis. They will develop, interpret, communicate and facilitate complex trust and estate planning matters as part of the advice-based solutions presented to the customers. They will serve as Trust Advisor with primary accountability for exercising discretion in the best interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as Trustee, Personal Representative, Conservator, or Guardian, often exercising broad discretion for beneficiaries with competing interests, and managing financial risk for the organization. About This Role: Fiduciary Expertise Serve as Trust Advisor with primary accountability for the sound decision making in exercising discretion in the best interests of the beneficiaries, executing the terms of the estate plan or documents in which FNBO serves as...