HALLMARK- Because Connecting With Each Other Has Never Been More Important 

For more than a century, Hallmark has been bringing people together and improving the relationships that matter most. That’s why millions of people all over the world connect with the Hallmark brand. It has always been a mission so much bigger than any one of us who work here. Today, we need empathetic learners, strategic thinkers, and enthusiastic visionaries with diverse experiences and skills to help us create the rest of Hallmark’s second century as we shift to a more digitally savvy, unified approach that combines the best of brick-and-mortar retail with the efficiency of dot-com spaces. Help us imagine what our next hundred years could look like!  

When you join Hallmark, we will go out of our way to make you feel like part of the team. In the day-to-day, we’ll make the best use of the skills and talents you already have. We’ll also give you leadership opportunities and show you multiple potential pathways to future success.  

Our culture of care for our consumers and for one another shows in the way we embrace different backgrounds, identities, and working styles, deliberately seeking out ways to be more inclusive both internally among our work groups and externally through the things we make and sell to our retail partners and consumers. We believe that a broadly inclusive, equitable approach is also our best path to future success. We’re seeking out those who can bring a fresh perspective to our business and would love your input as someone new to our team! We can only change and grow when we intentionally include new perspectives–like yours.   

 

WHO WE ARE: 

Chinquapin Trust Company operates a private trust company that manages a sophisticated investment portfolio, financial reporting, tax compliance and other services for its clients. Clients include individuals, partnerships, corporations, trust, and private foundations. This position is an integral role on the client service team.

 

AN OVERVIEW: 

We are seeking a talented financial leader to join our client service team as a Relationship & Trust Officer (RTO). This broad-based oversight role is the dedicated front door for clients to access the full array of services our private trust company and single-family office provides. The RTO works closely with cross-functional experts both internally and externally in the areas of estate planning, estate administration, charitable giving, risk management, accounting, tax and the administration and compliance of many types of trusts to enable clients to make informed decisions confidently. This role is both an architect and trusted consultant in making sure we develop the right individualized integrated plans to meet the clients’ variety of needs.

The successful person in this role will be a strong listener, trusted relationship builder and have demonstrated a genuine interest in helping people plan and implement personal and financial goals. The role requires excellent communication (written and verbal), attention to detail, timely responsiveness, and a strong understanding of a variety of financial concepts. Someone who can issue-spot, connect the dots and is highly resourceful in solving problems while staying adaptable and flexible in our evolving environment will do well. We are a fast-paced office with a commitment to providing a high level of service to all our clients; this means you must be able to autonomously organize and prioritize multiple assignments in a changing environment while keeping a positive, proactive and professional attitude. A high degree of personal leadership is just as important as your technical, organizational, communication and client service skills. You must also be discreet and reliable, able to handle and protect highly confidential financial and personal information.

We work hard to cultivate a culture of collaboration, accountability, flexibility and a growth-mindset on our team. For the past several years, we’ve been on a path to transform how we work and that will continue with technology implementations in coming years. Everyone will be involved in building for the future so we can continue to provide top-notch service and services to our clients.

 

BASIC QUALIFICATIONS 

The following is required to be considered for this role: 

Bachelor’s Degree Demonstrated skills and expertise in Microsoft Word, Excel and PowerPoint Minimum of 2 years working in financial services, estate planning, or advisory role

 

PREFERRED QUALIFICATIONS 

Your resume will stand out if you have: 

Minimum of 5 years’ experience as a relationship manager working with clients and possessing fiduciary knowledge in the areas of tax, investing, risk management, estate administration and estate planning Fiduciary professional with CTFA, CFP, CPA or JD Strong client orientation and ability to build trusted relationships with diverse clients with a wide range of needs Ability to explain complex information to clients in a way they can understand and make decisions, both written and verbally Experience working in a professional, high net worth, highly confidential environment Track record of working autonomously and proactively, while still collaborating well with others Holds self to a high level of personal leadership and accountability.

 

Interested? Follow the application instructions below to apply.

You must show how you meet the basic qualifications in a resume or document you upload, or by completing the work experience and education application fields. Accepted file types are DOCX and PDF.

In compliance with the Immigration Reform and Control Act of 1986, Hallmark Cards, Inc. and its subsidiary companies will hire only individuals lawfully authorized to work in the United States. Hallmark does not generally provide sponsorship for employment.

Employment by Hallmark is contingent upon the signing of the Employment Agreement, signing of an agreement to arbitrate in connection with the Hallmark Dispute Resolution Program, completing Form I-9 Employment Eligibility Verification, passing the urinalysis drug screen, education verification and satisfactory reference and background checks.

Hallmark is an equal opportunity employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, pregnancy, national origin, physical or mental disability, genetics, sexual orientation, gender identity, veteran status, or any other legally protected status. Principals only please.

 

Good for You, Good for your Family, Good for the Community 

We offer competitive healthcare and PTO, remote work options, flexible schedules, parental leave, support for professional development, and employee assistance programs to care for your total well-being. You can learn more about our benefits here. But we also know the idea of benefits is bigger than that. From volunteering for relevant-skills-based projects to helping children and families and others in need, from partnering with nonprofit groups to inspiring a new generation, Hallmark provides many simple and rewarding ways for you to give back to your community. We applaud and fully support all our employees’ efforts to make their communities better. Whether you’re living near the KC HQ or somewhere else, Hallmarkers have a number of ways to bring our values out into the world every day. We can help you direct your energies and passions toward the things that make life better for all, whether that’s volunteering, project-coordinating, donating, public-art-creating, or otherwise contributing to the neighborhoods that we call home. You can find out more about our approach to community involvement and corporate social responsibility here.