Trust Assistant

Clear Lake Bank & Trust Inc; Clear Lake (IA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) match

Employer paid life insurance

Disability insurance

Generous paid time off

Job summary

Clear Lake Bank & Trust Company is hiring a Trust Assistant in Clear Lake, IA. The role provides operational support and helps build strong customer relationships.

Qualifications include an associate degree and optional bachelor’s degree. Prior trust or investment experience is preferred, with strong communication and PC skills essential.

Qualifications

• Associate degree in business or equivalent required; bachelor’s degree preferred.
• Prior trust or investment experience is preferred.
• Excellent communication and customer service skills are required.
• Proficient in PC usage and MS Office; demonstrate basic functions.
• 401(k) with generous employer match; employer paid life and disability insurance; generous PTO.

Responsibilities

• Maintains customer files and records for trust accounts.
• Responsible for record keeping in Cheetah accounting system; open/close/additions as needed.
• Posts transactions to Cheetah accounting system adhering to accounting rules.
• Assists account administrators with required reporting and documentation.
• Responsible for preparing and organizing document imaging.
• Completes period-end reconciliations.
• Nurtures relationships with existing bank customers through face-to-face interaction.

Skills

Customer service

Communication

Detail-oriented

PC proficiency

Education

Associate degree

Bachelor's degree preferred

Tools

Cheetah accounting

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

2 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.