- 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.
- 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.
- 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.
- Bachelor's degree in banking, finance, accounting, or Juris Doctor degree.
- 5+ years of trust administration experience or related attorney practice is required.
- 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: 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.
-
Trust Officer
3 weeks ago
First National Bank Ames, United StatesMajor 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 clie ...
-
Sr. Trust Officer
3 days ago
gpac Des Moines, United StatesJob Description · Trust Officer · This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service private and corporate trust accounts. · Trust Officer Qualification ...
-
Senior Trust Officer
6 days ago
Bankers Trust Des Moines, United StatesSenior Trust Officer · Location Des Moines, IA · # of openings 1 · Apply Now ) · Job Brief · Responsible for administration and maintenance of personal trust and probate relationships, including proactive communication with clients and their professional advisors, regarding ...
-
Senior Trust Officer
2 weeks ago
RPMGlobal Des Moines, United StatesResponsible 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 ...
-
Senior Trust Officer
2 weeks ago
RPMGlobal Des Moines, United StatesResponsible 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 ...
-
Senior Trust Officer
3 days ago
Bankers Trust Des Moines, United StatesThere are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud ...
-
Tax specialist
3 days ago
Cascade Enterprises Williams, IA, United States FreelanceYour career is not a coincidence Benefit from our unique network: Currently, I am looking for a dedicated tax professional (m/f/d) in the Freiburg im Breisgau area. · Are you currently employed and interested in knowing what career opportunities are available with a different emp ...
-
Carpenter (m/f/d)
3 days ago
Oceanic Ventures Nevada, IA, United States Freelance**Why team KRAFT?** · Modern HR experts. team KRAFT - that's us. Our superpower is turning your job into your career. We bring people and companies together, every day. Our team provides and places candidates in the fields of office, industry, crafts, and information technology. ...
-
Omega Ventures Roland, United StatesAbout 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 ...
-
Sales Representative
1 week ago
SYSCO Des Moines, United States Full timeCompany: · 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 ...
-
McFarland Clinic Ames, United StatesMcFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day We value quality care and extraordinary service, trusting relationships and an exception ...
-
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for a CMA/LPN for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities include: utilizing a systematic approach to nursi ...
-
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for CMA for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities include: rooming patients according to McFarland Clinic ...
-
Department Manager
1 week ago
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for a Department Manager for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities include: Responsible for the coordinat ...
-
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for CMA/LPN for itsAmes office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities venous ultrasound, assist with procedures, ordering ...
-
CMA/LPN (FT) | Neurology | Ames | 2023-283
1 week ago
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for CMA/LPN for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities include: responsible for doing Rx refills, phone ca ...
-
CMA/LPN (FT) | Neurology | Ames | 2024-079
1 week ago
McFarland Clinic Ames, United StatesMcFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day We value quality care and extraordinary service, trusting relationships and an exception ...
-
Limited Radiologic Technologist
1 week ago
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for Limited Radiologic Technologist for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities include: Positions patient ...
-
Radiology Tech
6 days ago
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for Radiology Tech for its North Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. · Responsibilities include: performing diagnostic genera ...
-
Clinical Research Nurse/Associate
1 week ago
McFarland Clinic Ames, United StatesMcFarland Clinic is currently accepting applications for Clinical Research Nurse/Associate for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Position comes with competitive clinic pay a ...
Trust Officer - Ames, United States - First National Bank
Description
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 Advisor
Growth and Retention of Financial Management & Trust Services
Additional Responsibilities:
Requirements:
Education & Experience
Knowledge, Skills & Abilities:
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.
