- 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.
- 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.
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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. ...
Bettendorf, IA1 month ago
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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. · Ability to read, analyze, and interpret ...
Bettendorf, IA1 day ago
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This position will focus on administration of trust services to ensure we are meeting current client needs and business development to solicit and develop new client relationships or enhance current relationships. · ...
Bettendorf Full time1 month ago
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This position focuses on administration of trust services and business development to solicit new client relationships. · Perform daily activities related to personal trust, investment management and probate relationships. · Respond timely to client inquiries and complete special ...
Bettendorf, IA1 month ago
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The Trust Officer is responsible for the interpretation and execution of legal documentation as presented for Estate and Trust Administration, · Oversee assigned personal trusts, estates, trusts in lieu of probate, agencies, conservatorships, IRAs, OBRA trusts, · Suggest as appro ...
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+The Trust Officer is responsible for the interpretation and execution of legal documentation as presented for Estate and Trust Administration, maintaining and deepening existing client relationships, and ensuring the department's fiduciary responsibilities are met. · +Oversee as ...
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The Trust Officer is responsible for the interpretation and execution of legal documentation as presented for Estate and Trust Administration, · Oversee assigned personal trusts, estates, trusts in lieu of probate, · Service customers with regard to investments, estate planning, ...
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Trust Officer - Bettendorf - Weitz and Luxenberg PC
Description
Job Type
Full-time
Description
Summary:
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:
Position Requirements:
We care about our employees' well-being and offer a comprehensive benefits package, including medical, dental, and vision insurance, a 401(k) retirement plan, and generous paid time off. We also provide employer-paid life insurance, as well as short-term and long-term disability coverage, ensuring peace of mind for you and your family.
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Trust Officer
Only for registered members Bettendorf, IA
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Trust Officer
Only for registered members Bettendorf, IA
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Trust Officer
Full time Only for registered members Bettendorf
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Trust Officer
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VP, Trust Officer or VP, Senior Trust Officer
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VP, Trust Officer or VP, Senior Trust Officer
Only for registered members Rock Island, IL
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VP, Trust Officer or VP, Senior Trust Officer
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Full Charge Bookkeeper/Office Manager
Only for registered members Bettendorf
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Field Marketer
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Real Estate Agent
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Financial Planner
Only for registered members Bettendorf
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Financial Planner
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Telemedicine Physician
QuickMD- Bettendorf
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Insurance Sales Agent
Only for registered members Bettendorf, Iowa, United States
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Insurance Sales Agent
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Only for registered members Bettendorf, IA
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Electrical Engineer
Only for registered members Davenport, Iowa, IA
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Insurance Sales Agent
Only for registered members Bettendorf
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Operations Supervisor
Full time Only for registered members Bettendorf
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Security Officer - Open Interviews 01/30 11AM-1PM
Part time Only for registered members Bettendorf
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General Dentist
Only for registered members Bettendorf, IA