Wealth Management Assistant II — Client Services

First Citizens Bank (Iowa); Mason City (IA); On-site; USD 45,000 - 75,000; Full time

Job summary

First Citizens Bank (Iowa) is seeking a Trust & Wealth Assistant II at our Mason City, IA branch. You will provide essential administrative support to Trust/Wealth Officers, coordinate with Investment Management and Operations, and help ensure accurate, timely processing of client accounts and documentation.

In this role you will back up Officers, maintain confidential records, and help prepare materials for client meetings.

Qualifications

• Associate degree required; bachelor’s preferred.
• Minimum 3 years’ experience in trust/wealth management or related financial services.
• Strong proficiency with MS Office and CRM tools; ability to manage documentation accurately.

Responsibilities

• Provide administrative support to assigned Trust/Wealth Officers, including correspondence, scheduling, and meeting prep.
• Process transactions and client requests in collaboration with Investment Management and Operations.
• Maintain electronic files in CRM/SharePoint and ensure documentation gaps are addressed.
• Prepare account opening, maintenance, and closing documents with required checklists.
• Assist with materials for client meetings and annual reviews; back up other Officers as needed.
• Ensure compliance with applicable laws and internal policies; monitor for regulatory adherence.

Skills

Attention to Detail

Verbal/Written Communication

Problem Solving

Team Skills

Customer Service

Education

Associate degree

Bachelor’s degree preferred

Tools

Microsoft Outlook

Word

Excel

CRM System

Job description

First Citizens Bank (Iowa) is seeking a Trust & Wealth Assistant II at our Mason City, IA branch. You will provide essential administrative support to Trust/Wealth Officers, coordinate with Investment Management and Operations, and help ensure accurate, timely processing of client accounts and documentation.

In this role you will back up Officers, maintain confidential records, and help prepare materials for client meetings.