Trust Assistant

Clear Lake Bank & Trust•Clear Lake, IA

About The Position

Clear Lake Bank & Trust Company is hiring a full-time Trust Assistant to provide operational support and help build and maintain strong customer relationships. The role requires a high level of personal accountability, attention to detail, and follow-through. The Trust Assistant maintains customer files and records for trust accounts, handles account recordkeeping and transactions in the Cheetah accounting system, and supports account administrators with reporting and administrative documentation. The position also involves preparing and organizing document imaging, completing period-end reconciliations, participating positively in the community and the Bank, and nurturing relationships with existing bank customers through face-to-face communication.

Requirements

An associate’s degree in business or equivalent is required.
Excellent communication and customer service skills are required.
Proficiency in PC usage and standard office applications, including Microsoft Word, Excel, and Outlook; must demonstrate proficiency in basic functions.
High personal accountability, strong attention to detail, and follow-through.

Nice To Haves

A bachelor’s degree is preferred.
Previous trust or investment experience is preferred.

Responsibilities

Maintain customer files and records for assigned trust accounts.
Keep records in the Cheetah accounting system, including opening and closing accounts and making additions or changes as needed.
Post transactions in the Cheetah accounting system in accordance with applicable principal and income accounting rules.
Assist account administrators with required reporting and administrative documentation.
Prepare and organize document imaging.
Complete period-end reconciliations.
Maintain active, positive involvement in the community and the Bank.
Nurture relationships with existing bank customers through face-to-face communication.