OMNI Human Resource Management

Paralegal/Trust Administration

Job ID
2018-1864
Client
National Advisors Trust
Job Location(s)
US-MO-Kansas City

Overview

NATC Logo

 

National Advisors Trust Company, is a federally chartered trust company with assets of more than $9 billion. Founded in 2001, NATC provides first-class trust and custodial services with professional attention delivered at favorable costs. With its strong and growing asset base, the company is one of the largest independent trust companies in the nation. NATC is seeking a Paralegal/Trust Administration professional to join their team.

Responsibilities

Support trust officers in all facets of trust administration, ensuring all processes are completed timely, accurately and efficiently.

  • Responsibility for organization, prioritization, and completion of assigned projects in support of the administrative or executive staff.  Assigned projects may include, but are not limited to, direct assistance to administrative officers performing executor-type duties, including marshalling and arranging for appraisal of assets; reviewing and paying debts of decedent or beneficiaries; calculation of income available for distribution; reviewing deeds, listing agreements, and closing documents for real estate sales; assisting officers with the calculation of distributive shares at death, including funding of resulting trusts.
  • Assist in review of the review of trust documents submitted for acceptance, including preparation of synoptic reports, identification of current and future interests; assisting with the preparing of transfer documents, indemnity agreements, and beneficiary communications.
  • Works in support of Senior Vice President and Trust Officers to facilitate review and preparation of correspondence, handling of client inquiries and resolutions of questions concerning client account.
  • Assist in the preparation of Advisor firm presentations and educations webinars.
  • Assist with the entry of data into the trust accounting system and coordination with outside accountant for preparation of trust tax returns.
  • Compiles, records and enters names and addresses, description of assets, and other information, or modifies information to open or close trust accounts.
  • Advise senior management on opportunities for work-flow, form management, or processing efficiencies involving administrative functions; work with management, administration, and IT support on design and implementation of process improvement to completion.
  • Work in support of President/COO and CEO on projects as assigned.
  • Other duties as assigned from time to time.

Qualifications

  • 3 years' experience preferable in a bank trust department or in a law firm specializing in the Trust, Tax and Corporate reporting areas.  Familiarity with trust accounting tax reporting requirements is a plus.
  • Ability to interact with all levels of the company.
  • Excellent organization and prioritization skills, effective oral, written and interpersonal skills, ability to handle multiple tasks and projects simultaneously, build and maintain relationships with advisor/client and be able to work in a team environment.
  • Ability to work prioritize tasks and complete assigned projects without extensive supervision; working knowledge of trust documents, real estate forms, tax-related forms.
  • College degree is required; paralegal certification is preferred but equivalent experience is acceptable.

OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

 

 

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