Job Description

MONETA  is a national Registered Investment Advisory Firm based in St. Louis, Missouri. We are dedicated to providing quality service to our clients, encompassing investment and retirement planning, tax preparation, risk management, estate planning review, education savings and much more.

We strive to provide a challenging and rewarding environment where our employees experience consistent growth, training, and development opportunities throughout their career. Like the high value we place on our client relationships, Moneta values our firm's endless talent and we look forward to meeting with you to begin your thriving career with us.

Job Description

Moneta is seeking an accomplished and highly motivated Vice President & Trust Officer to join our Trust and Estate Administration team. This individual will play a pivotal role in overseeing complex, high-net-worth client relationships, ensuring strict adherence to fiduciary and trust law, and advancing the firm’s strategic growth objectives. The ideal candidate will demonstrate a deep and nuanced understanding of fiduciary services, possess exceptional judgment, and bring a strong record of success in managing and expanding trust portfolios.

Essential Responsibilities

• Trust & Estate Administration: Serve as a fiduciary expert, managing complex trust and estate administration matters with a high degree of professionalism and accuracy.
• Client Relationship Management: Develop, maintain, and enhance relationships with high-net-worth individuals, families, and business owners to ensure client satisfaction and retention.
• Compliance & Risk Management: Ensure all trust accounts comply with applicable federal and state laws, regulations, and bank policies. Manage risk effectively while providing exceptional client service.
• Business Development & Sales: Identify and pursue new business opportunities by networking with estate planners, attorneys, CPAs, and other professionals. Develop and execute strategies to expand the bank’s trust services.
• Investment Oversight & Coordination: Collaborate with internal and external investment professionals to align investment strategies with clients’ estate and financial plans.
• Team Leadership & Mentorship: Support and mentor junior trust officers and staff, fostering a culture of collaboration, compliance, and excellence.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Banking, Business, or a related field. A JD, CPA, or CTFA (Certified Trust and Fiduciary Advisor) designation is a plus.
• Experience: Minimum of 10+ years of experience in trust and estate administration, with a proven ability to manage complex trust structures and relationships.
• Technical Expertise: Strong knowledge of trust law, probate law, estate planning strategies, fiduciary principles, and tax implications for trusts and estates.
• Sales & Business Development: Demonstrated ability to identify and cultivate new business opportunities while maintaining existing relationships.
• Communication & Leadership: Exceptional interpersonal skills, with the ability to clearly communicate complex financial and legal concepts to clients and colleagues.
• Technology Proficiency: Familiarity with trust accounting and wealth management software is required
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States

Additional Information

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and/or trails. 

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