Trust Operations Specialist

US Lawns; Storm Lake (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Employer-funded retirement plan

Job summary

Citizens First National Bank in Storm Lake, IA, is seeking a Trust Operations Specialist to join our fast-paced Wealth Management division. The role handles daily transactions, posting, asset coordination, tax estimates, and reporting with high accuracy and strong customer service.

Responsibilities include balancing assets, preparing financial reports, onboarding or transferring assets, tax filings, and staff training while maintaining compliance and timely delivery of services.

Qualifications

• Strong organizational and problem-solving skills.
• Exceptional communication and customer service abilities.
• Attention to detail and accuracy are essential.
• Knowledge of retirement plans, taxation and investments is helpful.

Responsibilities

• Input of dividends and interest payments, as well as newly purchased securities.
• Posting daily transactions for all types of 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.

Skills

Organizational skills

Problem-solving

Communication skills

Attention to detail

Customer service

Job description

Job Description

Citizens 1st National Bank is looking for a Trust Operations Specialist to join our fast-paced, diversified, and growing wealth management department. The Trust Operations Specialist is responsible for the daily routine work of the bank's Trust & Wealth Management division and should possess strong organizational and problem-solving skills. This position requires extreme attention to detail and accuracy. Success in this role requires strong customer service skills and exceptional communication skills. Knowledge of individual and small business retirement plans, taxation, and a general understanding of investments is helpful.

Company Description

Citizens First National Bank is a medium-sized, family-owned community bank located in Storm Lake, Iowa. Chartered in 1902, the bank is still managed by members of the founding family. For more than a century, we have been committed to relationship-based banking that serves our customers, our employees, and our community.

We value hard work and personal responsibility, and we believe family life is as important as work life. We believe good business is built on sincere, long-lasting relationships that benefit our organization, our customers, and the communities we serve.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Input of dividends and interest payments, as well as, newly purchased securities.
• Posting daily transactions for all types of 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.

Benefits

We offer a first-rate benefits package, including a 100% employer-funded retirement plan.