Trust Administrator: Client-Focused Wealth Management

CBI Bank & Trust; Pleasant Valley Township (IA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Company Match

Paid Time Off

Disability Insurance

Professional Development

Community Involvement

Collaborative Team Culture

Job summary

CBI Bank & Trust is seeking a Trust Administrator to support our Trust and Wealth Management team by delivering exceptional service, ensuring accurate administration of trust accounts, and supporting the growth of our trust business.

In this role you will work closely with Trust Officers, Investment Managers, and clients to manage trust relationships, coordinate account activity, and provide outstanding client experiences.

Qualifications

• High School Diploma or equivalent.
• Experience in banking, trust administration, wealth management, customer service, financial services, or related field preferred.
• Proficiency with Word, Excel, and other business software applications.
• Strong keyboarding and data entry skills with high accuracy.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to interpret documents, follow procedures, prepare reports and correspondence, and communicate effectively with clients and team members.
• Strong analytical and problem-solving skills with ability to navigate complex situations.
• Exceptional organizational, time management, and attention-to-detail skills.

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

Client communication

Analytical thinking

Discretion confidentiality

Time management

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Job description

CBI Bank & Trust is seeking a Trust Administrator to support our Trust and Wealth Management team by delivering exceptional service, ensuring accurate administration of trust accounts, and supporting the growth of our trust business.

In this role you will work closely with Trust Officers, Investment Managers, and clients to manage trust relationships, coordinate account activity, and provide outstanding client experiences.