Trust Administration Specialist

Decorah Bank & Trust Co.; Decorah (IA); On-site; USD 60,000 - 85,000; Full time

Job summary

Decorah Bank & Trust Co. seeks a Trust Administrative Officer to manage trust accounts, anticipate needs, and ensure regulatory compliance. You will collaborate with the Trust Officer and bank teams to deepen client relationships and deliver exceptional service.

The role requires detail orientation, strong organization, and excellent communication. It involves documentation, real estate administration, and coordinating with attorneys and CPAs in a fast-paced environment.

Qualifications

• Associate degree or equivalent in accounting or business.
• 3 years of experience in trust administration or related fields.
• Knowledge of trust laws, fiduciary responsibilities, and financial regulations.

Responsibilities

• Administer and manage trust accounts, reviewing and processing legal documentation.
• Coordinate with Trust Officer on real estate administration and property taxes.
• Prepare trust-related reports and tax documents for estates.
• Engage with attorneys, CPAs, guardians, and other partners to ensure compliance.
• Assist with opening/closing trust accounts and onboarding new clients.
• Support Trust Officer in client meetings and maintain meeting calendars.

Skills

Detail-oriented

Organizational skills

Communication skills

Trust knowledge

Multitasking

Client service

Education

Associate degree in accounting or business

Tools

Microsoft Office

Trust accounting software

Job description

Decorah Bank & Trust Co. seeks a Trust Administrative Officer to manage trust accounts, anticipate needs, and ensure regulatory compliance. You will collaborate with the Trust Officer and bank teams to deepen client relationships and deliver exceptional service.

The role requires detail orientation, strong organization, and excellent communication. It involves documentation, real estate administration, and coordinating with attorneys and CPAs in a fast-paced environment.