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Senior Trust Administrator

Hills Bank · North Liberty, Iowa, US

SCHEDULE: Full-time; Typical Hours are Monday through Friday (8:00 am - 5:00 pm) LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317 BENEFITS: Our emplo...

Job description

SCHEDULE: Full-time; Typical Hours are Monday through Friday (8:00 am - 5:00 pm) LOCATION: 590 W Forevergreen Rd, North Liberty, IA 52317 BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks! SCOPE: This position will be responsible for working with other officers in administering and retaining existing wealth management business with the objective of profit for the Bank and quality service to the customers. This position will be considered a subject matter expert in the technical areas of trust and estate administration. This role will primarily support personal trust and estate accounts. A working knowledge of IRAs, investment management accounts and the financial planning process is expected. Accurately completes tasks and is willing to take on extra projects. ACCOUNTABILITIES: Account Administration and Training: - Team with Officers when participating in client meetings. - For any a...