Trust Officer

If you have a passion for service and helping people, take a look at our Financial Advisor 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. 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 preferred
• 3+ 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 Abi Kramer at (515) 225-7000 or email Abi at akramer@thepalmergroup.com.

Ref: JOB-44154