About this role
Trust Onboarding Specialist at National Advisors Trust. Location: Leawood, Kansas, United States. Role: onboarding trusts, managing referrals, preparing documentation Requirements: 2+ years client services experience, trust experience preferred; associates degree preferred; strong client communication, trust documentation, KYC/BSA/AML compliance, CRM and Microsoft Office proficiency (AddVantage preferred). Category: Finance and Accounting Seniority: Entry Level Tools: AddVantage, CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Adobe Commitment: Full Time Workplace: Onsite Languages: English