Trust Officer jobs in Iowa

C
Trust Officer
  • CBI Bank & Trust
  • Muscatine, IA FULL_TIME
  • Description

    GENERAL DESCRIPTION:

    This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on business development to solicit and develop new client relationships or enhance current relationships.

    Key Accountabilities

    • Will perform daily activities related to the administration and maintenance of personal trust, investment management and probate relationships.
    • Respond timely to client inquiries and complete special projects for clients as necessary.
    • Prepare necessary documents to open and maintain account compliance.
    • Develop and maintain relationships with attorneys.
    • Work with Investment Officer to provide appropriate investment services for clients.
    • Depending on experience and ability, other responsibilities and titles may come with the position.
    • Sales responsibilities depending on final title.

    Requirements

    POSITION REQUIREMENTS:

    • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
    • Capability to write reports, business correspondence, and procedure manuals.
    • Experience in effectively presenting information and responding to questions from groups of managers, clients, customers, and the public.
    • Skill to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
    • Need to be able to understand investment and estate planning principals.
    • Understand and can use Microsoft Excel and Microsoft Word.
    • Bachelor’s degree from four-year college or university and four to six years of related experience and/or training, or equivalent combination of education and experience required.
    • Must have a valid Driver’s License in order to meet with Trust clients outside of the Downtown office when required.
  • 6 Days Ago

B
Senior Trust Officer
  • Bankers Trust
  • Des Moines, IA FULL_TIME
  • Job Brief Responsible for administration and maintenance of personal trust and probate relationships, including proactive communication with clients and their professional advisors, regarding administ...
  • 24 Days Ago

C
Trust Investment Officer
  • Cedar Rapids Bank & Trust
  • Rapids, IA FULL_TIME
  • Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
  • 1 Month Ago

C
Trust Officer
  • Clinton National Bank
  • Clinton, IA FULL_TIME
  • **Job Summary:** We are seeking a n experienced Trust Officer to join our team. The ideal candidate will have a strong background in the administration and maintenance of personal trust, probate, inve...
  • 4 Days Ago

C
Trust Officer
  • Central Bancshares
  • Muscatine, IA FULL_TIME
  • Job Type: Full-Time Location: Muscatine, IA Job Description: This position will focus on administration of trust services to ensure we are meeting current client needs, in addition to focusing on busi...
  • 7 Days Ago

F
Trust Officer
  • First National Bank - Ames | Ankeny | Osceola | West Des Moines, Iowa
  • Ames, IA FULL_TIME
  • Major FunctionsPromote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and tru...
  • 12 Days Ago

F
Trust Officer
  • First Community Trust, N.A.
  • Dubuque, IA
  • First Community Trust – Financial Advisor First Community Trust is a national association and an independent trust compa...
  • 6/11/2024 12:00:00 AM

T
Trust Officer
  • The Forge Companies
  • Job Summary The Trust Officer I is responsible to provide comprehensive administrative support to an assigned Trust Offi...
  • 6/10/2024 12:00:00 AM

S
Trust Officer
  • San Pasqual Fiduciary Trust Company
  • Los Angeles, CA
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
  • 6/10/2024 12:00:00 AM

S
Trust Officer - Reno
  • San Pasqual Fiduciary Trust Company
  • Reno, NV
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
  • 6/10/2024 12:00:00 AM

B
Senior Trust Officer
  • Bank of America
  • Denver, CO
  • Senior Trust Officer Denver, Colorado **Job Description:** At Bank of America, we are guided by a common purpose to help...
  • 6/9/2024 12:00:00 AM

T
Senior Trust Officer
  • TWM Executive Search
  • Financial services firm in Alaska seeks Sr. Trust Officer to administer and review complex trusts for their HNW/UHNW cli...
  • 6/8/2024 12:00:00 AM

W
Trust Officer
  • Westport One
  • Cheyenne, WY
  • Trust Officer Our client is looking for a traditional trust officer that can administer trusts, settle estates, while pr...
  • 6/7/2024 12:00:00 AM

M
Trust Officer
  • Midland States Bank
  • Tarrytown, NY
  • Salary Range: $84,100 - $140,200 At Midland States Bank, base salary is one component of our Total Rewards program. Exac...
  • 6/7/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$73,630 to $104,862