Trust Officer

Iowa City, IA
9/5/2018

Responsible for the day-to-day administration of assigned accounts, including the following areas: Trusts, Estates, Agencies, IRA and Custody accounts. Develops new trust business and expands existing relationships. Assists with Qualified Plans. Duties include client retention, fee management, and compliance management. Represents the Trust Company in business activities and contact with customers, attorneys, accountants, and beneficiaries relating to these accounts. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Maintain contact with clients to discuss and advise on issues. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and trust issues.