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Financial

If you have a passion for service and helping people, take a look at our Trust Coordinator position. We are assisting our local client in finding qualified individuals who will manage the day-to-day administrative estates, trusts, agencies, and IRA functions. The person in this role will receive competitive pay, benefits, and an opportunity to work for a company that values and cares about its employees’ professional success as part of a small and growing team. Apply today to be considered!

Responsibilities:

  • Provide accounting administration and maintenance
  • Foster and develop current and potential client relationships
  • Manage and set up assigned accounts
  • Identify and understand client’s needs and implement strategies
  • Stay informed on industry developments
  • Ensure active accounts meet compliance standards

Requirements:

  • Bachelor’s degree preferred
  • 1+ years of fiduciary or trust environment experience required
  • Ability to resolve problems and implement changes
  • Impressive communication and interpersonal skills
  • Ability to handle multiple projects at once with time-sensitive deadlines

Work Model:

  • On-Site

Interested and qualified candidates can contact Joye Moore at (319) 449-1200 or email Joye at jmoore@thepalmergroup.com.

Ref: JOB-45102

Joye Moore

Delivery Manager

jmoore@thepalmergroup.com

(319) 449-1200

8710 Earhart Lane SW Suite 8, Cedar Rapids, IA 52404





    • Job type: Direct Hire
    • Location: Dubuque
    • Date posted:
    • Pay:
      $- $