Trust Assistant

Clear Lake Bank & Trust Company; Clear Lake (IA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) employer match

Employer paid life insurance

Disability insurance (short & long)

Job summary

Clear Lake Bank & Trust Company is hiring a Trust Assistant in Clear Lake, IA. This full-time role provides operational support and helps build strong customer relationships, requiring high accountability and attention to detail.

Key duties include maintaining trust files, managing the Cheetah system, handling transactions, and assisting with reporting. Strong communication and customer service skills are essential, along with proficiency in Word, Excel, and Outlook.

Qualifications

• Associate degree in business or equivalent is required; bachelor’s degree preferred.
• Previous trust or investment experience is preferred.
• Excellent communication and customer service skills are required.
• Proficient in PC usage and standard office applications (Word, Excel & Outlook).

Responsibilities

• Maintain customer files and records for trust accounts.
• Record keeping in the Cheetah accounting system; manage openings, closings, and changes.
• Post transactions in the Cheetah accounting system adhering to accounting rules.
• Assist account administrators with reporting and documentation.
• Prepare and organize document imaging.
• Complete period-end reconciliations.
• Maintain active involvement in the community and with the Bank.
• Nurture relationships with existing bank customers through face-to-face interactions.

Skills

Customer service

Communication

PC proficiency

Education

Associate degree

Bachelor's degree preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Trust Assistant

Full Time Clear Lake, IA, US

6 days ago Requisition ID: 1222

Clear Lake Bank & Trust Company is hiring a Trust Assistant. This full-time position will provide operational support and assist in building and maintaining strong customer relationships. Candidates must possess a high-level of personal accountability, strong attention to detail and follow-through.

Duties include but are not limited to:

• Maintains customer files and records for respective trust accounts.
• Responsible for record keeping on Cheetah accounting system; opening, closing, and making additions and changes when necessary.
• Posts transactions to Cheetah accounting system adhering to principal and income accounting rules when applicable.
• Assists account administrators with required reporting and administrative documentation.
• Responsible for preparing and organizing document imaging.
• Completes period-end reconciliations.
• Maintains active, positive involvement in the community and the Bank.
• Actively nurtures relationships with existing bank customers using face-to-face communication.

Qualifications:

• Education: Associate’s degree in business or equivalent is required. Bachelor’s degree is preferred.
• Previous Trust or investment experience is preferred.
• Excellent communication and customer service skills are required.
• Proficient in PC usage and standard office applications (i.e. Microsoft Word, Excel & Outlook); must be able to demonstrate proficiency of basic functions
• 401(k) retirement savings plan with a generous employer match
• Employer paid life insurance
• Long-term and short-term disability insurance plans
• Generous paid time off plan

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.