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Trust Officer
Job
Moneta Group
Clayton, MO (In Person)
Full-Time
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Job Description
Job SummaryThe Trust Officer is responsible for the administration, oversight, and compliance of Moneta Trust operations. This role serves as a primary fiduciary contact for client relationships, collaborates closely with the Director of Moneta Trust, and partners with internal stakeholders to deliver exceptional trust administration in accordance with all applicable regulatory requirements and internal policies. Essential ResponsibilitiesCollaborates with the Board of Directors and senior management to develop and advance strategic plans for Moneta Trust, including reviewing reports and providing recommendations on major initiatives and budget priorities.
Evaluates and acts on complex inquiries, approvals, and requests in accordance with established policies, procedures, and assigned authority levels, exercising sound judgment to support consistent and compliant decision-making.
Meets with Moneta Advisors and prospective trust clients to articulate Moneta Trusts value proposition and facilitate the onboarding of new trust relationships.
Researches and resolves complex client transactions, operational issues, and trust administration inquiries, escalating as appropriate and ensuring timely, accurate outcomes.
Serves as the primary fiduciary contact for assigned client relationships, ensuring all documentation, discretionary actions, and business acceptance decisions comply with internal fiduciary policies and trust guidelines. QualificationsB.S. in Business, Accounting, Management, or related fieldJD, CTFA, CFA, CFP or other professional designations, preferred5+ years related experience in Trust OperationsExperience with Trust accounting software, reporting requirements and Trust Admission CommitteesProficient in Microsoft Office applications.
Must be authorized to work in the United StatesAdditional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
Paid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.
Evaluates and acts on complex inquiries, approvals, and requests in accordance with established policies, procedures, and assigned authority levels, exercising sound judgment to support consistent and compliant decision-making.
Meets with Moneta Advisors and prospective trust clients to articulate Moneta Trusts value proposition and facilitate the onboarding of new trust relationships.
Researches and resolves complex client transactions, operational issues, and trust administration inquiries, escalating as appropriate and ensuring timely, accurate outcomes.
Serves as the primary fiduciary contact for assigned client relationships, ensuring all documentation, discretionary actions, and business acceptance decisions comply with internal fiduciary policies and trust guidelines. QualificationsB.S. in Business, Accounting, Management, or related fieldJD, CTFA, CFA, CFP or other professional designations, preferred5+ years related experience in Trust OperationsExperience with Trust accounting software, reporting requirements and Trust Admission CommitteesProficient in Microsoft Office applications.
Must be authorized to work in the United StatesAdditional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:
Paid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer-paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.