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Trust Officer

North Liberty, IA

Posted: 01/29/2025 Employment Type: Permanent Industry: Financial Services Job Number: 6233

Job Description



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Contact Erin Pals at epals@saigepartners.com to learn more about this opportunity!


Trust Officer

Job Overview: Our financial client located in the North Liberty/Cedar Rapids area is seeking to add a new Trust Officer to their team. The Trust Officer is responsible for managing and developing new and existing trust and estate relationships while ensuring quality service and profitable growth. The Trust Officer will focus on administering personal trusts, estates, and wealth management accounts, as well as supporting other Trust and Wealth Management Officers with trust and estate planning for clients.

 

This is a Direct Hire role.


What you will be doing as a Trust Officer…

  • Administer a variety of wealth management accounts, including personal trusts, estates, conservatorships, insurance trusts, IRAs, and charitable trusts, in compliance with legal and regulatory guidelines.
  • Assist in the preparation and filing of tax returns and regulatory filings for trusts and estates.
  • Collaborate with investment officers to manage client accounts within wealth management portfolios, ensuring alignment with investment objectives and cash flow needs.
  • Conduct annual reviews of assigned accounts, including investment performance assessments.
  • Ensure accurate tax coding for transactions and support timely tax reporting for clients.
  • Work with clients and their legal and financial advisors to develop or refine estate and financial planning strategies, including the review of legal documents such as wills and trusts.
  • Build and maintain relationships with legal, accounting, and financial professionals in the local market to generate new business opportunities.
  • Partner with bank employees across departments to generate referrals and expand client relationships.
  • Participate in business development initiatives, representing the bank in professional associations, community organizations, and industry events.
  • Promote cross-selling opportunities for commercial, retail, and mortgage banking services within the Trust & Wealth Management division.
  • Contribute to department sales goals by achieving or exceeding personal sales targets.
  • Stay informed on industry trends, market changes, and regulatory updates related to trust and estate administration.
  • Contribute to the development of strategies to enhance the bank’s reputation as a leader in trust and estate administration.
  • Assist in the continuous improvement of departmental processes and services to provide exceptional client experience.
Skills you ideally bring to the table as a Trust Officer…
  • Juris Doctorate (J.D.) required.
  • Experience in personal banking, wealth management, or trust and estate administration is preferred but not required.
  • Must sign a non-compete agreement.


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Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed. We are in the business of helping professionals Build Careers, Not Jobs. Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture. Contact us to learn more about the opportunity below or check out other opportunities at https://careers.saigepartners.com/

 

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About North Liberty, IA

Ready to kickstart your career in the vibrant area surrounding North Liberty, Iowa? This charming city situated in the heart of Johnson County offers an array of job opportunities amidst a backdrop of enchanting landscapes and a thriving community. With its close proximity to the University of Iowa, residents can enjoy a rich cultural scene, including art galleries like the Iowa City Art Center and theaters like the Englert Theatre. Indulge in local delicacies at unique eateries or catch a game supporting the Hawkeyes at Kinnick Stadium. Explore the great outdoors at Coralville Lake or Lake Macbride State Park. Discover why North Liberty is not just a place to work, but a place to call home.
We strive to create long-lasting relationships with both our clientele and candidates. We look forward to being a part of your future.

EMAIL: info@saigepartners.com
SEND YOUR RESUME: apply@saigepartners.com

Saige Partners