Trust Administrator – Client-Focused Wealth Management

Central Bancshares, Inc.; Pleasant Valley Township (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401(k) with Company Match

Generous Paid Time Off

Employer-Paid Life Insurance

Short-Term & Long-Term Disability

Professional Development Opportunities

Community Involvement Opportunities

Supportive and Collaborative Team Cult

Job summary

Central Bancshares, Inc. is seeking a Trust Administrator to support our Trust and Wealth Management team.

You will ensure accurate administration of trust accounts and deliver exceptional client experiences while coordinating with Trust Officers, Investment Managers, and clients. You will open, maintain, and close trust and investment accounts, monitor liquidity and activity, review documents for accuracy, and support discretionary distributions.

Qualifications

• High school diploma or equivalent required.
• Experience in banking, trust administration, wealth management, customer service, financial services, or a related field preferred.
• Proficiency with Word, Excel and other business software applications.
• Strong keyboarding and data entry skills with a high degree of accuracy.
• Excellent verbal, written, and interpersonal communication skills.
• Strong analytical and problem-solving skills.
• Commitment to maintaining confidentiality and handling sensitive client information with professionalism.

Responsibilities

• Coordinate and support client meetings, reviews, and presentations.
• Participate in client meetings and assist in maintaining strong client relationships.
• Open, maintain, and close trust and investment accounts.
• Monitor daily account liquidity, trading activity, contributions, and distributions.
• Review trust documents and account information to ensure accurate administration.
• Assist with discretionary distribution requests and trust account servicing.
• Review investment account objectives and fiduciary requirements while monitoring account activity and fees.
• Partner with Trust Officers and Investment Managers to deliver tailored solutions that meet client needs.
• Maintain an understanding of trust administration, fiduciary responsibilities, and applicable legal requirements.
• Respond to client inquiries promptly and professionally.
• Prepare reports, maintain records, and ensure compliance with internal policies and regulatory requirements.
• Collaborate with team members to support departmental goals and provide an exceptional client experience.

Skills

Attention to detail

Communication skills

Analytical thinking

Time management

Data entry

Mathematical aptitude

Education

High School Diploma or equivalent

Tools

Microsoft Word

Excel

Job description

Central Bancshares, Inc. is seeking a Trust Administrator to support our Trust and Wealth Management team.

You will ensure accurate administration of trust accounts and deliver exceptional client experiences while coordinating with Trust Officers, Investment Managers, and clients. You will open, maintain, and close trust and investment accounts, monitor liquidity and activity, review documents for accuracy, and support discretionary distributions.