Trust Operations & Reporting Specialist

US Lawns; Storm Lake (IA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

100% employer-funded retirement plan

Job summary

Citizens First National Bank is seeking a Trust Operations Specialist to join our wealth management division. This role handles daily trust operations, ensuring accuracy and strong customer service.

The position requires organizational and problem-solving skills, with knowledge of retirement plans, taxation, and investments being helpful. A fast-paced environment with a focus on accuracy and compliance is emphasized.

Responsibilities

• Input of dividends and interest payments, as well as newly purchased securities.
• Posting daily transactions for all Trust accounts including retirement and farm management.
• Balancing assets and preparing financial reports.
• Record debit and credit transactions and understand general ledger entries.
• Coordinate onboarding or transfer of assets.
• Ensure tax estimates are paid and all tax filings are complete in the appropriate timeframe.
• Answer phone calls and greet customers.
• Meet and greet customers.
• Assist in training new employees to ensure policies and procedures are being followed.

Job description

Citizens First National Bank is seeking a Trust Operations Specialist to join our wealth management division. This role handles daily trust operations, ensuring accuracy and strong customer service.

The position requires organizational and problem-solving skills, with knowledge of retirement plans, taxation, and investments being helpful. A fast-paced environment with a focus on accuracy and compliance is emphasized.