Trust Officer – Pleasant Hill, Missouri

The Anderson Search Group has been retained by a family focused community bank just southeast of Kansas City, Missouri, to identify a Trust Officer with experience understanding ESOP business valuations.  This community bank has over $400 million in trust AUM and offers direct access and exposure to the CEO and Chairman.  Great bank and even better culture! Open to relocation for the right candidate!

The ideal candidate shall possess:

• Already possess or develop ability to review and understand ESOP business valuations.
• Already possess or develop ability to review and understand ERISA based plan documents – ESOP, 401k, profit sharing, etc.
• Learn to evaluate ERISA requirements for retirement plans and access the related fiduciary duties and risks.
• Communicate to employer clients and participants plan requirements and operational features.
• Establish relationships with other service providers to develop both referral sources and provide recommendations to clients who may need additional and varied services.
• Establish a basic understanding of investments and the ability to convey investment related topics to plan sponsor and employee participants.
• Sales ability to market our employee benefit products to help grow the department.
• Already possess or ability to learn regulatory requirements.
• JD preferred but not required.