Trust Officer Overview
Central Trust Company provides world class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. You can benefit and grow your business by utilizing the vast resources and platform available to our advisors. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.
Job Summary
We are seeking a fiduciary professional who enjoys client service and participates in a team atmosphere. As a Trust Officer, you will act as the fiduciary officer for assigned trust relationships, interpreting governing documents and administering trusts accordingly. To be successful in this role, you will need to be an active listener, effective communicator, people-focused, team-oriented, self-starter, and detail oriented.
Daily duties include exercising discretionary authority within policy, advising beneficiaries, and partnering with Wealth Advisors and Investment Officers on the client team. The ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.
Job Duties
- Act as fiduciary officer for assigned trust relationships
- Interpret governing documents and administer trusts accordingly
- Exercise discretionary authority within established policy
- Advise beneficiaries and partner with Wealth Advisors and Investment Officers
- Interactive use of the AddVantage trust accounting system and Fidelity custodial system
- Direct the work of Trust Associates in support of client relationships
- Other duties as assigned
Qualifications
- CTFA or Juris Doctor (JD) required
- Excellent communication, customer service and organizational skills
- Professional office appearance and demeanor. Confidentiality a must
- Attention to detail, aptitude with numbers and proficient organizational skills critical
- Ability to read and interpret governing documents, operating instructions and policy and procedure manuals
- Ability to speak effectively with clients and employees
- Capable of drafting grammatically correct correspondence
- Working knowledge of Microsoft Office, specifically Word and Excel
- Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously
Skills Required
- CTFA or Juris Doctor (JD)
- Excellent communication, customer service, and organizational skills
- Professional office appearance and demeanor
- Confidentiality
- Attention to detail and aptitude with numbers
- Ability to read and interpret governing documents, operating instructions, and policies
- Effective verbal communication with clients and employees
- Ability to draft grammatically correct correspondence
- Working knowledge of Microsoft Office, Word, and Excel
- Ability to work independently, manage multiple tasks, use initiative, and meet deadlines
Central Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Central Bank and has not been reviewed or approved by Central Bank.
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Retirement Support — A two-part 401(k) combines a 50% match on the first 6% contributed with an automatic 4% nonelective employer contribution, with auto-enrollment and auto-escalation. Employer funds vest on a graded schedule reaching 100% at five years.
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Leave & Time Off Breadth — PTO for full-time staff starts at 18 days per year and increases with service up to 27 days, and the organization follows the Federal Reserve holiday schedule. Part-time employees accrue PTO on a pro‑rata basis.
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Healthcare Strength — Medical, dental, vision, and prescription coverage are offered with eligibility typically beginning the first of the month after hire, alongside HSA and FSA options. Life, AD&D, and short- and long-term disability plus an EAP enhance health and protection.
Central Bank Insights
What We Do
Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states. Central Bank specializes in community banking, with a particular focus on delivering leading-edge technology through its network of more than 150 facilities operating in Missouri, Kansas, Illinois, Colorado, Iowa, Tennessee, North Carolina, Florida, and Oklahoma, as well as more than 22,000 ATMs nationwide. Member FDIC. "Strong Roots. Endless Possibilities." reflects our long-standing commitment to the communities we serve, as well as our commitment to delivering high-quality, leading-edge financial products and services that help our customers and communities grow and succeed. As our product and service offerings continue to expand, we assure you that our commitment to the community will only grow stronger. All of our lending decisions are made locally in the community you live. Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.
