Personal Trust Assistant

Security National Bank; Sioux City (IA); On-site; USD 42,000 - 56,000; Full time

Job summary

Security National Bank is seeking a Trust Assistant to support Trust Advisors, manage client accounts, and ensure accuracy in day-to-day administration. You will help with account updates, disbursements, and client communications, while maintaining confidentiality and high service standards.

The role emphasizes collaboration across departments, handling probate and estate processes, and supporting investments with account maintenance.

Qualifications

• High school diploma or equivalent required; strong organizational skills.
• Minimum of 2 years of professional office experience.
• Excellent communication and service-oriented approach.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Support client relationships and service with confidentiality and professionalism.
• Open/close trust accounts and manage asset registrations and distributions.
• Assist with trusts, estates, agencies, custodial, IRA, and pension accounts; assist with probate and estate processes.
• Partner with Investment Services on account updates and rebalancing.
• Process account activity and maintain accurate documentation; provide backup support to Advisors.

Skills

Wealth Management

Trust Operations

Telephone

Problem Solving

Self-motivated

Microsoft Office

Image scanning

Honesty

Financial Planning

Filing

Customer Service

Communication

Banking

Accuracy

Account administration

Education

High School or better

Tools

Microsoft Office

Image scanning

Computer

Banking software

Job description

Do Work That Supports What Matters Most for Clients and for Your Career

At Security National Bank, we believe something simple but powerful: everything matters, because people matter.

Every interaction is an opportunity to make a difference for our clients, our communities, and each other.

If you’re someone who takes pride in the details, values strong relationships, and wants to be part of meaningful work, you’ll find purpose here.

YOUR OPPORTUNITY: TRUST ASSISTANT

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.

WHAT YOU’LL DO

Support Client Relationships & Service

• 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

Manage Account Administration

• 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

Keep Operations Running Smoothly

• 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

WHAT MAKES YOU A GREAT FIT

• 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

WHY SECURITY NATIONAL BANK

Because the work you do here matters. You’ll be part of a team that values precision, professionalism, and people where even the smallest details contribute to something bigger.

HOURS

Regular business hours, Monday through Friday.

BENEFITS

We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

ABOUT SECURITY NATIONAL BANK

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Aff ... .

Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

LEARN MORE:

https://www.snbonline.com/mattertoday

LOCATION:

Sioux City, IA

Main Bank

Experience

Preferred

• 2 year(s): Professional office experience

Education

Preferred

• High School or better

Skills

Preferred

• Wealth Management
• Trust Operations
• Telephone
• Problem Solving
• Self-motivated
• Microsoft Office
• Image scanning
• Honesty
• Financial Planning
• Filing
• Customer Service
• Computer
• Communication
• Banking
• Accuracy
• Account administration

Behaviors

Preferred

• Team Player: Works well as a member of a group
• Loyal: Shows firm and constant support to a cause
• Enthusiastic: Shows intense and eager enjoyment and interest
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

Preferred

• Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
• Self-Starter: Inspired to perform without outside help
• Job Security: Inspired to perform well by the knowledge that your job is safe
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
• Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.