About this role
Trust Officer at Moneta. Location: Clayton, Missouri, United States. Role: administering trusts, managing relationships, researching transactions Requirements: B.S. in business/accounting/management required; JD, CTFA, CFA, CFP preferred; 5+ years trust operations experience; experience with trust accounting software, reporting, and admission committees; proficient with Microsoft Office; must be authorized to work in the U.S. Category: Finance and Accounting Seniority: Senior Level Tools: Trust accounting software, Microsoft Office Certifications: ctfa, cfa, cfp, jd Commitment: Full Time Workplace: Onsite Languages: English