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Financial

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

Joye Moore

Senior Recruiter

jmoore@thepalmergroup.com

(319) 449-1200

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


    • Job type: Direct Hire
    • Location: Cedar Rapids, Iowa
    • Date posted:
    • Pay:$- $ per hour