Fiduciary Administration Officer

MidWestOne Bank • Dubuque, IA

3d

About The Position

Small enough to care. Big enough to deliver. This position provides administrative assistance for all trust officers in various capacities, including administration of personal trust, agency, conservatorship, estates, and IRA accounts. Communicates directly with clients regarding account matters and client inquiries. Participates in client meetings and independently handles designated client matters.

Requirements

• Bachelor’s degree or equivalent combination of post high school education and related work experience.
• One to three years trust administration and /or related work experience.

Responsibilities

• Works with and provides strong back up to Trust Officers in areas of client service and interaction by serving as additional point of contact for clients, beneficiaries, attorneys, and other related parties.
• Assists Trust Officers with account management in a variety of capacities and helps facilitate business development efforts.
• Reviews and processes incoming client correspondence and mail related to client accounts.
• Handles communication and documentation related to client accounts.
• Responds to requests and questions from clients and co-workers in a timely, efficient, and professional manner.
• Participates in client meetings and meets with clients on own
• Maintains familiarity with client account histories and objectives.
• Reviews and approves expenditures and bills related to client accounts.
• Completes new account and closing of account paperwork.
• Works to solve various problems with accounts in coordination with the operations or administrative staff.
• Attends, and may participate in special bank functions or programs.
• Serves as a member of the Trust Committee and any additional assigned committee roles.
• Maintains ongoing knowledge of trust administration support including trust accounting system, and trust department and bank wide policies and procedures.

Benefits

• Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
• Career development and c ontinuous learning opportunities
• Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
• 100% vested 401(k) Retirement Plan with 6% company match
• Medical, Dental, and Vision insurance
• Flex spending plan & Health savings accounts with employer contribution
• Student Loan Debt Reduction Program
• Employer provided group life insurance with option to purchase additional life insurance for you and your family members
• Employer provided long term and short term disability insurance
• Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance, and Hospital Indemnity
• Wellness Program
• Free banking services and other financial services discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level