Trust Administrator
MidWestOne Bank. - Iowa City, IA

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Provides a variety of senior level administration and assistance for all trust officers with administration of personal trust, agency, conservatorship, estate and IRA accounts. Communicates directly with clients regarding account matters and client inquiries. Participates in client meetings and independently handles designated client matters. Works with and provides strong back up to Trust Officers in areas of client service

and interaction by serving as additional point of contact for clients, beneficiaries, attorneys and other related parties. Handles communication and documentation related to client accounts. Responds to requests and questions from clients and co-workers in a timely, efficient and professional manner. Participates in client meetings and meets with clients on own.

Administers assigned accounts including personal trusts, irrevocable life insurance trusts and IRA’s.

Qualifications:

Bachelors Degree required, specifically concerning business related coursework or a combination of education and related experience: a background in trust administration (1-3 years) is preferred; an additional 1-3 years of related office, investment, trust or financial institution experience, required. J.D. is preferred.

MidWestOne Bank - 16 months ago - save job - block
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