Direct Hire
Trust Officer
Posted on 11 March 24 by Madison Kuhl
- Cedar Rapids, Iowa
- $ - $
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Job Description
If you have a passion for service and helping people, take a look at this Trust Officer position! This role requires a strong understanding of the probate process and the ability to coach clients on financial strategies. Fill out an application today if you are interested in learning more!Responsibilities:
- Provide accounting administration and maintenance
- Foster and develop current and potential client relationships
- Manage and set up assigned accounts
- Identify and understand client's needs and implement strategies
- Stay informed on industry developments
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Ensure active accounts meet compliance standards
Requirements:
- Bachelor's degree in finance, business administration, or a related field
- 5+ years of relevant experience
- CTFA designation preferred
- Impressive communication and interpersonal skills
- Ability to handle multiple projects at once with time-sensitive deadlines
- On-site
Interested and qualified candidates can contact Madison Kuhl at (319) 449-1200 or email Madison at mkuhl@thepalmergroup.com.