Trust Assistant

Clear Lake Bank & Trust; Clear Lake (IA); On-site; USD 45,000 - 59,000; Full time

Benefits offered by this job

401(k) employer match

Employer paid life insurance

Disability insurance (long-term &short

Disability insurance

Generous paid time off

Job summary

Clear Lake Bank & Trust is seeking a Trust Assistant in Clear Lake, IA to provide operational support and help build strong customer relationships. The role emphasizes accountability, attention to detail, and follow-through, with duties spanning file maintenance, Cheetah system record-keeping, and period-end reconciliations.

Qualifications include an Associate degree in business or equivalent (Bachelor’s preferred) and excellent communication skills.

Qualifications

• Strong communication and customer service abilities are required.
• Associate degree in business or equivalent; bachelor’s degree preferred.
• Proficiency with Word, Excel and Outlook; ability to navigate basic office software.

Responsibilities

• Maintains customer files and records for trust accounts.
• Record keeping in Cheetah accounting system; manage openings/closures/changes.
• Post transactions in Cheetah accounting system per accounting rules.
• Assist administrators with reporting and documentation.
• Prepare and organize document imaging.
• Complete period-end reconciliations.
• Engage with the community and bank customers face-to-face.

Skills

Communication skills

Customer service

Attention to detail

Follow-through

Education

Associate degree in business or equivalent

Bachelor's degree preferred

Tools

Cheetah accounting system

Microsoft Word

Excel

Outlook

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

3 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.