Vice President & Trust Officer

Location: In-person, Wichita office. Full-time, salaried, non-exempt position.

Responsibilities

• Day-to-day administration of trust and fiduciary account relationships.
• Oversee trust administration, supporting strategic business development and client retention.
• Administrative Accounting: mail quarterly statements & performance reports, arrange for online access.
• Cash Flow Review: set up for periodic distributions or payment of bills.
• Explain TCK policy and obtain client signature for Concentration Letters.
• Daily review of overdrafts, transactions, etc.
• Conduct Investment Philosophy Reviews/Updates periodically.
• Review proper setup and timely realignments in AMS/MIM.
• Handle Mutual Fund/Stock/Bond Trading as needed.
• Tax Planning: year-end tasks, send tax ledgers, communicate with clients/accountants.
• Routine review of last AMS/MIM runs, risk tolerance, ACT! maintenance.
• Annual/Interim Account Reviews: review ACT, MAUI, and related account documents; prepare reports for Trust Investment Committee review.
• Serve on Trust Investment Committee.
• Unique Asset management: work closely with Unique Asset Officer to administer unique assets in client accounts.
• Retention Client Meetings: review client goals, investments, estate planning, gift planning, retirement planning.
• Attend client functions (social events, lunches/dinners, educational presentations, etc.).
• Handle Reportable Calls (RCs) to/from clients (annual RC goal assigned).
• Employer client meetings for ERISA accounts, if applicable; work with third-party administrator to review plans.
• Sign up new participants, obtain beneficiary designations, determine investment philosophy for each participant.
• New Revenue: meet annual sales goal through regular contact with clients, prospects, and referral sources.
• Prospect meetings: discovery meetings to assess service needs, goals, investment philosophy.
• Review prospect documents (investment statements, trust/will/retirement plan/agency, etc.).
• Create Morningstar reports and determine transfer of marketable securities.

Requirements

• Bachelor’s degree or equivalent combination of education and work experience.

Skills & Competencies

• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Excellent organizational skills and ability to prioritize multiple tasks.
• Critical thinking, analytical, and problem-solving skills.
• Strong verbal and written communication skills.
• High attention to detail.
• Ability to work in a team environment.
• Self-motivated.

Preferred Qualifications

• Trust, accounting, or banking experience.
• C.T.F.A. and/or J.D. designations.

Software Usage

• MAUI (Trust Accounting)
• ACT! (Client Relationship Manager)
• MorningStar
• Envestnet | MoneyGuide Pro

Benefits

• Competitive compensation package.
• Generous PTO.
• Medical coverage.
• Group life and disability insurance.
• Employee Stock Ownership Plan.
• 401(k) Plan.