Trust Officer

If you have a passion for service and helping people, take a look at our Trust Officer position. This role needs a strong understanding of the probate process and an ability to coach clients on financial strategies. Fill out an application today if you are interested!

Responsibilities: 

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

Requirements: 

• Bachelor’s degree in finance, business administration, or related field
• 5 years relevant experience
• CTFA designation preferred
• Impressive communication and interpersonal skills
• Ability to handle multiple projects at once with time-sensitive deadlines

Hours: 

• 8:00AM – 5:00PM 
• Monday – Friday  

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

Ref: JOB-35864