Personal Trust Assistant

Security National Bank•Sioux City, IA

10d•Onsite

About The Position

Our Wealth Management team helps clients protect what matters most. As a Trust Assistant, you’ll play an important role in supporting that work—partnering with Trust Advisors to manage client accounts, ensure accuracy, and deliver a high level of service. You’ll be part of a collaborative team, handling a wide range of responsibilities that require attention to detail, organization, and follow-through.

Requirements

High school diploma or equivalent
Minimum of 2 years of professional office experience
Strong attention to detail with a high level of accuracy
Excellent communication skills and a professional, service-oriented approach
Ability to manage multiple priorities, meet deadlines, and stay organized
Comfort working across multiple systems, including Microsoft Word and Excel
Strong problem-solving and analytical skills
Team-oriented mindset with the ability to collaborate across departments
Self-motivated with the ability to follow through independently

Responsibilities

Maintain confidentiality while delivering a high level of professionalism
Support client service needs, including account updates, bill pay, and disbursements
Assist with client communication and correspondence
Open and close trust accounts and ensure proper asset registration and distribution
Support administration of trusts, estates, agencies, custodial, IRA, and pension accounts
Assist with probate and estate processes, including asset inventory, appraisals, and annual reviews
Partner with Investment Services on account updates and rebalancing
Process account activity and maintain accurate documentation
Assist with residence visits and provide backup support to Advisors
Handle daily operational tasks and additional administrative responsibilities as needed