Midwest Trust Company

Customer Service Associate

Midwest Trust Company  •  Kansas (Hybrid)  •  4 months ago
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Job Description

Mainstar Trust, located in Onaga, KS offers custodial services for self-directed retirement accounts and we are currently seeking detail orientated and self-motivated candidates to join our growing Customer Service team. This is a full time position with the ability to work a hybrid schedule upon the successful completion of new hire training.

Job Duties include:

  • Assisting accountholders and representatives via the telephone
  • Inputting new accounts and providing ongoing maintenance to the account
  • Utilizing database and Trust Accounting system to process transactions and retrieve information

Requirements

  • Must have high school diploma or GED
  • One year of related work experience is preferred
  • Regular attendance is required

Knowledge, Skills, Abilities

  • Able to multi-task
  • Attention to detail
  • Excellent communication skills
  • Enjoy talking on the telephone with customers
  • Able to effectively work in a team environment
  • IRA knowledge is helpful, but we will train the right person

Mainstar Trust is an Equal Opportunity Employer

Midwest Trust Company

About Midwest Trust Company

Trust services that are rooted in meeting your goals.

Midwest Trust is an independent, state-chartered trust company. That means our focus is always on you, our client.

You–and your goals–define who we are and what we do.

We don’t work in a vacuum and we don’t fit you into a financial mold. Instead, we work with your financial advisor, accountant, and attorney to define your needs and help you grow toward your goals.

Wealth management that reaches toward your future.

We help your investments and legacy grow with:

• expertise of experienced trust officers

• knowledge of current regulatory, legal, and tax implications of trust and estate planning

• comprehensive trust and estate administration

• investment management, with the option to work with our affiliate Financial Counselors, Inc. or other investment advisors

• complete personal trust, philanthropic and institutional services

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Overland Park, KS
Year Founded
Unknown
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