Jobs
>
Ames

    Trust Officer - Ames, United States - First National Bank

    First National Bank
    First National Bank Ames, United States

    1 week ago

    Default job background
    Description
    Major Functions:

    Promote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and trust accounts.

    Essential Duties:

    Wealth Advisor
    • Manage a variety of client accounts including investment management, comprehensive financial management, estate and trust administration, conservatorships, escrow accounts, and real estate exchanges.
    • Meet with new and existing clients to discuss financial goals and objectives, and overall estate planning.
    • Review trust accounts, including review of income, disbursements, assets, account goals and objectives, and proper diversification. Complete annual court reporting, as needed.
    • Build and maintain strong relationships with existing clients and Bank personnel, including Private Banking Team, to facilitate referrals.
    • Collaborate with outside legal counsel and tax professionals to promote department products and services, and review drafted estate planning documents for existing and prospective Trust Department clients.
    • Prepare forms to establish new accounts and maintain existing relationships including pre-acceptance reviews, client onboarding documentation, real estate inspections, and annual client reviews.
    • Work with Portfolio Manager in reviewing client investment portfolios and recommend appropriate changes.
    • Provide relevant tax documents to designated tax preparers and review fiduciary income tax returns prior to filing.
    • Written and verbal presentations to Trust Investment Committee, Trust Investment Group, and Board of Directors.
    • Deliver presentations in multiple seminar events to promote Financial Management & Trust Services.
    • Adhere to applicable laws and regulations, internal policies and procedures, and client account documents.
    • Coordinate with third-party vendors such as farm managers and real estate agents.
    • Participate in Trust Committee for review of client accounts.
    Growth and Retention of Financial Management & Trust Services
    • Cultivate a culture that supports our core values of community-focused, innovative, responsive, secure, and trustworthy.
    • Profile current Bank clients to identify prospects with potential Financial Management & Trust Service needs.
    • Network, develop partnerships with centers of influence and actively participate in community organizations and activities (often leadership roles) to build relationships and facilitate referrals.
    Additional Responsibilities:
    • Participate in trust department decisions pertaining to policy and strategic planning.
    • Assist other employees/departments/branches to promote teamwork and good communication.
    • Other duties as assigned.
    Requirements:

    Education & Experience
    • Bachelor's degree in banking, finance, accounting, or Juris Doctor degree.
    • 5+ years of trust administration experience or related attorney practice is required.
    Knowledge, Skills & Abilities:
    • Knowledge of income tax, estate tax, and trust administration.
    • Knowledge of financial planning, and investments a plus.
    • Ability to analyze and interpret trust documents.
    • Basic computer literacy with knowledge of Microsoft Office (Word, Excel, Outlook).
    • Knowledge of banking regulations and procedures a plus.
    • Ability to communicate effectively with clients, staff, attorneys, and other professionals as necessary to serve clients.
    • Demonstrate analytical decision-making and problem-solving skills.
    • Work under pressure and perform several tasks simultaneously.
    • Ability to work independently or in groups.
    • Basic mathematical skills.
    • Excellent customer service skills.
    • Excellent organizational skills.
    • Attention to detail and accuracy.
    Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    • Physical demands: While performing the duties of this job, the employee is frequently required to sit or stand. The employees will frequently use and talk on the telephone and use a computer and other office equipment. The employee will be required to travel for events and to meet clients off site.
    • Work environment: While performing the duties of this job, the employee is frequently located inside an office building. The employee is occasionally exposed to weather conditions prevalent at the time.
  • First National Bank

    Trust Officer

    19 hours ago

    First National Bank Ames, United States

    Job Description · Job DescriptionMajor Functions: · Promote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and trust accounts. · Essential Duties: · Wealth A ...

  • RPMGlobal

    Senior Trust Officer

    1 week ago

    RPMGlobal Des Moines, United States

    Responsible for administration and maintenance of personal trust and probate relationships, including proactive communication with clients and their professional advisors, regarding administrative, legal, planning and regulatory matters.There are important qualities you look for ...

  • RPMGlobal

    Senior Trust Officer

    1 week ago

    RPMGlobal Des Moines, United States

    Responsible for administration and maintenance of personal trust and probate relationships, including proactive communication with clients and their professional advisors, regarding administrative, legal, planning and regulatory matters. · There are important qualities you look f ...

  • Omega Ventures

    Integrated Master's Degree in Professional Practice

    1 week ago

    Omega Ventures Roland, United States

    About the Company · We are a leading personnel consulting firm specializing in recent university graduates and young professionals from all fields with up to five years of work experience. We recruit for over 350 partner companies, such as Mercedes-AMG, Allianz SE, and ZEISS. · A ...

  • SYSCO

    Sales Representative

    7 hours ago

    SYSCO Des Moines, United States Full time

    Company: · US0039 Sysco Iowa, Inc.Zip Code: · 50021Minimum Years of Experience: · 0-1 YearsEmployment Type: · Full TimeTravel Percentage: · Up to 25%COMPENSATION INFORMATION: · The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic and pr ...

  • Veralto Corp.

    Technical Manager, Instrumentation

    1 week ago

    Veralto Corp. Ames, United States

    At Hach ), we ensure water quality for people around the world, and every associate plays a vital role in that mission. Our founding vision is to make water analysis better-faster, simpler, greener, and more informative. We accomplish this through teamwork, customer partnerships, ...

  • Workiva

    Custodian - Part Time (20-25 hours/wk)

    1 week ago

    Workiva Ames, United States Part time

    If you choose not to give your consent, parts of our website may not work. Custodian - Part Time hours/wk) page is loaded **Custodian - Part Time hours/wk)** · **Custodian - Part Time hours/wk)** · locationsAmes time typePart time posted onPosted 2 Days Ago job requisition idR3 ...

  • Knewin

    Territory Sales Manager-Asphalt

    3 days ago

    Knewin Ames, United States

    Colorbiotics produces millions of pounds of environmentally friendly colorant every month. And, beyond colorant, we offer specialized coatings and additives to protect and enhance other products enduring the elements. Our Asphalt business is an exciting and innovative addition to ...

  • Sika

    Territory Sales Manager-Asphalt

    2 days ago

    Sika Ames, United States

    Territory Sales Manager-Asphalt · Location: · Ames, IA, US, 50010 · Job Category: Operations · Brand: Colorbiotics · Job Type: Full Time · Work Location: Flexible · Contract Type: Permanent · Colorbiotics produces millions of pounds of environmentally friendly colorant ev ...

  • Department Of Agriculture

    Electronics Worker

    4 hours ago

    Department Of Agriculture Ames, United States

    Summary · This position is located within the Agricultural Research Service (ARS), Midwest Area (MWA), at the National Animal Disease Center in Ames, IA. · In this position, you will troubleshoot and repair instrumentation and equipment ranging in complexity from electro-mechanic ...

  • Department Of Agriculture

    Procurement Technician

    4 hours ago

    Department Of Agriculture Ames, United States

    Summary · As a purchasing technician, you will work with the Supervisory Procurement Support Specialist over the Procurement Section to provide support and facilitate procurement office operations. You will purchase specific commodities or services for the National Centers for An ...

  • Isupark

    Patient Attendant

    2 weeks ago

    Isupark Ames, United States

    **Patient Attendant (PT) | Patient Attendant | Ames | ** · **Job Details** · **Description** · McFarland Clinic is currently accepting applications for an Patient Attendant for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extrao ...

  • Department Of Agriculture

    Electronics Worker

    4 hours ago

    Department Of Agriculture Ames, United States

    Summary · This position is located within the Agricultural Research Service (ARS), Midwest Area (MWA), at the National Animal Disease Center in Ames, IA. · In this position, you will troubleshoot and repair instrumentation and equipment ranging in complexity from electro-mechanic ...

  • Greater Iowa Credit Union

    Branch Manager

    2 weeks ago

    Greater Iowa Credit Union Ames, United States

    We are currently seeking a Branch Manager to oversee and cultivate our Somerset branch. · This position will manage and support the delivery of credit union products and services consistent with the financial, operational, and growth related strategic plans of the organization. ...

  • Liberty Mutual

    Technical Consultant, Risk Control IA

    1 week ago

    Liberty Mutual ames, United States

    Pay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these posi ...

  • McFarland Clinic

    Systems Specialist

    1 week ago

    McFarland Clinic Ames, United States

    McFarland Clinic is currently accepting application for Systems Specialist for itsAmes MIS office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities include: Technician responsible for i ...

  • Seaboard

    Human Resources Supervisor- IOWA

    1 week ago

    Seaboard Ames, United States

    Job Description · Job Description · YOUR OPPORTUNITY · We have an exciting Human Resources Supervisor opportunity supporting our Iowa operations. This individual will be onsite with the flexibility to work out of the Ames, Carroll, or Bloomfield office. The Human Resources Supe ...

  • R & D Industries

    Web Dev Intern

    2 weeks ago

    R & D Industries Ames, United States

    Position Description: Thinix is seeking talented front-end and back-end web developers for Thinix Software Development Intern positions. Our Software Development Interns quickly become integrated as members of Thinix's core development team and will get a chance to work on new an ...

  • Workiva

    IT Support Specialist

    1 day ago

    Workiva Ames, United States

    If you choose not to give your consent, parts of our website may not work. **Job Summary** · IT Support Specialists support the Workiva mission and objectives by ensuring that all employees are equipped with the relevant, functional equipment and software necessary to succeed in ...

  • McFarland Clinic

    Patient Attendant

    2 weeks ago

    McFarland Clinic Ames, United States

    ** Patient Attendant (PT) | Patient Attendant | Ames | ** · **Job Category****:** Business Svcs-Accounting **Requisition Number****:** PATIE002812 Showing 1 location **Job Details** · **Description** · McFarland Clinic is currently accepting applications for an Patient Attenda ...