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Financial

We are partnering with our client in northern Iowa in their search for a Trust Officer. This is an exciting opportunity to join a family-friendly company that prides itself on flexibility and community support. If you have a CPA or legal background, along with experience working with Trusts, apply today to learn more!

Responsibilities:

  • Plan, direct and coordinate the bank’s trust programs
  • Monitor and analyze industry trends, developments, customer demand projections, and other relevant trends
  • Plan, conduct and record quarterly Board of Directors Trust Committee meetings
  • Develop and implement policies, procedures, and programs that ensure compliance with state and federal laws, minimize company exposure, and ensure business continuation
  • Manage direct staff
  • Monitor and analyze the performance of designated staff, departments, and functions
  • Take corrective action as needed
  • Build and maintain strong positive relationships to effectively retain new and existing employees, customers, agents, vendors, and other organizations or institutions
  • Develop and maintain departmental budget
  • Manage department resources, practices, and expenses to ensure profitability and ROE
  • Identify and optimize opportunities for growth
  • Attend seminars, workshops, and trainings as necessary to maintain an advanced level of knowledge and expertise
  • Participate in civic and professional organizations consistent with company guidelines, as directed or as approved in advance by management

Requirements:

  • Bachelor’s or master’s degree in accounting, finance or legal 
  • Juris Doctor/Attorney licensure, Certified Public Accountant licensure, Certified Financial Planner, or Certified Trust or Financial Advisor designation
  • 5+ years of experience in trust management or active law practice required
  • 1+ years of managerial or supervisory experience
  • Strong computer skills with advanced proficiency in Microsoft 365 products

Work Model:

  • On-Site

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com. 

Ref: JOB-43970

Palmer Group

afjobs@thepalmergroup.com

(515) 225-7000

3737 Woodland Ave, Suite 200, West Des Moines, IA 50266





    • Job type: Direct Hire
    • Location: Fort Dodge, Iowa
    • Date posted:
    • Salary:
      $95,000 - $125,000 per Year