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Midwest One Bank Trust Administrator in United States

Overview

At MidWest One, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.

This position provides administrative assistance for all trust officers in various capacities, including personal trust, agency, conservatorship, estates and IRA accounts. Communicates directly with clients regarding account matters and client inquiries. Participates in client meetings and handles designated client matters with oversight by trust officer or fiduciary manager.

Responsibilities

  • 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.

  • Assists Trust Officers with account management in a variety of capacities and helps facilitate business development efforts.

  • 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 may meet with clients on own.

  • Maintains familiarity with client account histories and objectives.

  • Reviews and approves expenditures and bills related to client accounts.

  • Completes new account and closing of account paperwork.

  • Works to solve problems with accounts in coordination with the operations or administrative staff.

  • Maintains ongoing knowledge of trust administration support, including trust accounting system, and ensures compliance with trust department and bank-wide policies and procedures.

  • Other duties may be assigned

    The Perks!

  • Competitive base compensation with additional performance-based incentives (incentives vary depending on role)

  • Career development and c ontinuous learning opportunities

  • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more

  • 100% vested 401(k) Retirement Plan with company match

  • Medical, Dental, and Vision insurance

  • Flex spending plan & Health savings accounts with employer contribution

  • Student Loan Debt Reduction Program & Tuition Assistance Plan

  • Employee Stock Ownership Plan

  • Employer provided group life insurance with option to purchase additional life insurance for you and your family members

  • Employer provided long term and short term disability insurance

  • Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance

  • Wellness Program

  • Free banking services and other financial services discounts

  • Take Your Dog to Work Day in June

  • Employee Rally Day- a day of celebration and recognition !

Qualifications

  • Bachelor’s degree or equivalent combination of post high school education and related work experience.

  • 1-3 years’ experience in an office, investment, trust or financial institute required.

    We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.

Location : LocationUS-IA-Iowa City

StatusExempt

TypeFull-Time

CityIowa City

StateIA

Hours Per Week40

Benefits PackageYes - Full Time Package

Location : Address 2102 South Clinton Street

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