Trust Officer

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

• 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

Work Model:

• On-site

Interested and qualified candidates can contact Madison Kuhl at (319) 449-1200 or email Madison at mkuhl@thepalmergroup.com.