Trust Administration Assistant jobs in Sioux City, IA

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Trust Administrative Assistant
  • Citizens 1st National Bank
  • Storm Lake, IA FULL_TIME
  • Company Description

    Citizens First National Bank is a medium sized local community bank providing products and services covering Commercial Banking, Retail Banking, Wealth Management, Farm Management and Trust Administration. The bank is family owned and believes that the balancing of work, family and community is essential to the prosperity of all its stakeholders.

    We are looking for talented, hard-working and self-motivated individuals to join our team. If you think you are ready to be a part of an exciting team, then we encourage you to continue with this applicant friendly, online job application!

    Citizens 1st National Bank is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.



    Benefits

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Long-term Disability Insurance
    • Short-term Disability Insurance
    • 100% Employer Funded Profit Sharing
    • Paid Holidays
    • Paid Vacation
    • Paid Sick Time
    • Paid Jury Duty
    • Bereavement Leave


    Job Description

    SUMMARY

    The Trust Administrative Assistant is responsible for greeting customers as they enter the area. They must be able to work in a fast-paced, diversified and growing Trust & Wealth Management division. The Trust Administrative Assistant is responsible for the daily routine work of the department and should possess strong organizational and problem-solving skills. This person must have extreme attention to detail and accuracy. Success in this role requires strong customer service skills and exceptional communication skills. Knowledge of individual and small business retirement plans, taxation and a general understanding of investments is helpful. 

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    OPERATIONAL – Perform daily duties which include, but are not limited to; check writing, interest and dividend posting, asset balancing, income disbursements, document scanning, filing, assisting with 1099’s and annual reports and balancing general ledgers.

    CUSTOMER SERVICE - Assist customers with questions regarding their account and other bank products. Possess a strong commitment and dedication to internal and external communication. 

    FARM MGMT – Process checks and deposits on farm software. Assist the farm manager. 

    OTHER DUTIES - As requested by management.

    REQUIRED COMPETENCIES:

    COMMUNICATION - Bank employees must be able to read, write, and comprehend internal and external correspondence. The need for effective communication in person, via telephone and through e-mail is vital. Employees need to effectively present information one-on-one and in small group situations. 

    MATHEMATIC - Bank employees are expected to be able to add, subtract, multiply, and divide using whole numbers and decimals. 

    ANALYTICAL - Bank employees should be able to carry out detailed written or oral instructions.  Employees' thought processes and actions should reflect a high level of attention to detail. They should take the initiative to investigate and resolve problematic situations and operational discrepancies.

    TECHNOLOGY - Bank employees should have a basic understanding of computer use, word processing, spreadsheets, and email.  Employees are expected to be able to learn new software, hardware and cyber security best practices that apply to their job.

    COMMITMENT - Bank employees should uphold the vision, mission and values of the bank. They should show mutual respect to other employees. Working with integrity and accepting responsibility for their own actions. 

    EDUCATION/EXPERIENCE - The expected educational or experience level requirement will be based on several factors including but not limited to previous experience, prior training, and job functions.  Employees will be expected to complete required training for industry and job-related functions.



  • 1 Month Ago

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Administration Assistant
  • Berry Global, inc
  • Ayrshire, IA FULL_TIME
  • Contact Please apply by sending your CV to: Stacey Campbell, HR Manager | bpi, StaceyCampbell@berryglobal.com Closing date for applications: 6/05/2024 Overview The bpi division sits within the Enginee...
  • 2 Days Ago

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Trust Officer
  • Liberty National Bank
  • Dakota, SD FULL_TIME
  • It is the intention of Liberty National Bank to provide a team-oriented work environment for individuals who are qualified for employment opportunities. For consideration submit your resume to the Hum...
  • 15 Days Ago

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Office Administration
  • Dakota Traffic Services
  • Lawton, IA FULL_TIME
  • Dakota Traffic Services provides pavement markings, Traffic Control and Signage on roads and parking lots throughout South Dakota, Iowa, and Nebraska. We take pride in the quality of our work, value t...
  • 26 Days Ago

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Part-Time Teller
  • Farmers Trust and Savings Bank
  • Spencer, IA PART_TIME
  • The part-time Teller position is responsible for demonstrating excellent customer service in accordance with the bank's core values. This job requires the ability to deal effectively and tactfully wit...
  • 11 Days Ago

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Teller
  • Farmers Trust and Savings Bank
  • Spencer, IA FULL_TIME
  • The Teller position is responsible for demonstrating excellent customer service in accordance with the bank's core values. This job requires the ability to deal effectively and tactfully with customer...
  • 13 Days Ago

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0 Trust Administration Assistant jobs found in Sioux City, IA area

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Operations Supervisor
  • Dayton Freight
  • Sergeant Bluff, IA
  • Overview: Stable and growing organization Competitive weekly pay Quick advancement Professional, positive and people-cen...
  • 4/19/2024 12:00:00 AM

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Travel Nurse RN - ICU - Intensive Care Unit - $2,022 per week
  • MedPro Healthcare Staffing
  • Sioux City, IA
  • MedPro Healthcare Staffing is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Sioux City...
  • 4/19/2024 12:00:00 AM

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Administrative Assistant
  • Aventure Staffing Professional Placement
  • Sioux City, IA
  • Administrative Assistant $20-$25/hour DOE Tuesday, Wednesday, and Thursday, up to 20 hours a week Are you dependable wit...
  • 4/18/2024 12:00:00 AM

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Data Entry Specialist (Work From Home)>
  • CareMetx
  • Sioux City, IA
  • [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Specialist you'll: Main...
  • 4/18/2024 12:00:00 AM

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Receptionist
  • Thrivent
  • Wayne, NE
  • Summary This position provides administrative support to a seasoned financial advisor. This role is critical to our memb...
  • 4/18/2024 12:00:00 AM

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Donor Relations Coordinator
  • University Of South Dakota Foundation And Alumni Association
  • Vermillion, SD
  • Donor Relations Coordinator The University of South Dakota Foundation is dedicated to empowering the next generation of ...
  • 4/18/2024 12:00:00 AM

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Travel Nurse RN - ICU - Intensive Care Unit - $2,022 per week
  • Hiring Now!
  • Sioux City, IA
  • MedPro Healthcare Staffing is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Sioux City...
  • 4/17/2024 12:00:00 AM

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Donor Relations Coordinator
  • University of South Dakota Foundation and Alumni Association
  • Vermillion, SD
  • Donor Relations Coordinator The University of South Dakota Foundation is dedicated to empowering the next generation of ...
  • 4/16/2024 12:00:00 AM

Sioux City (/suː/) is a city in Woodbury and Plymouth counties in the northwestern part of the U.S. state of Iowa. The population was 82,684 in the 2010 census, which makes it the fourth largest city in Iowa. The bulk of the city is in Woodbury County, of which it is the county seat, though a small portion is in Plymouth County. Sioux City is located at the navigational head of the Missouri River. The city is home to several cultural points of interest including the Sioux City Public Museum, Sioux City Art Center and Sergeant Floyd Monument, which is a National Historic Landmark. The city is ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$41,035 to $52,309
Sioux City, Iowa area prices
were up 0.8% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020