Personal Trust Assistant

Do Work That Supports What Matters Most for Clients and for Your Career At Security National Bank, we believe something simple but powerful: everything matters, because people matter. Every interaction is an opportunity to make a difference for our clients, our communities, and each other. If you’re someone who takes pride in the details, values strong relationships, and wants to be part of meaningful work, you’ll find purpose here. YOUR OPPORTUNITY: TRUST ASSISTANT Our Wealth Management team helps clients protect what matters most. As a Trust Assistant, you’ll play an important role in supporting that work partnering with Trust Advisors to manage client accounts, ensure accuracy, and deliver a high level of service. You’ll be part of a collaborative team, handling a wide range of responsibilities that require attention to detail, organization, and follow-through. WHAT YOU’LL DO Support Client Relationships & Service Maintain confidentiality while delivering a high level of professionalismSupport client service needs, including account updates, bill pay, and disbursementsAssist with client communication and correspondence Manage Account Administration Open and close trust accounts and ensure proper asset registration and distributionSupport administration of trusts, estates, agencies, custodial, IRA, and pension accountsAssist with probate and estate processes, including asset inventory, appraisals, and annual reviewsPartner with Investment Services on account updates and rebalancing Keep Operations Running Smoothly Process account activity and maintain accurate documentationAssist with residence visits and provide backup support to AdvisorsHandle daily operational tasks and additional administrative responsibilities as needed WHAT MAKES YOU A GREAT FIT You’ll be successful in this role if you bring a strong mix of attention to detail, organization, and a proactive approach: High school diploma or equivalentMinimum of 2 years of professional office experienceStrong attention to detail with a high level of accuracyExcellent communication skills and a professional, service-oriented approachAbility to manage multiple priorities, meet deadlines, and stay organizedComfort working across multiple systems, including Microsoft Word and ExcelStrong problem-solving and analytical skillsTeam-oriented mindset with the ability to collaborate across departmentsSelf-motivated with the ability to follow through independently WHY SECURITY NATIONAL BANK? Because the work you do here matters. You’ll be part of a team that values precision, professionalism, and people where even the smallest details contribute to something bigger. If you’re ready to grow your career in a role that makes a real impact, we’d love to connect. HOURS: Regular business hours, Monday through Friday. BENEFITS: We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection. ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable. Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status. LEARN MORE: https://www.snbonline.com/mattertoday LOCATION: Sioux City, IA Main Bank Experience Preferred 2 year(s): Professional office experience Education Preferred High School or better Skills Preferred Wealth ManagementTrust OperationsTelephoneProblem SolvingSelf-motivatedMicrosoft OfficeImage scanningHonestyFinancial PlanningFilingCustomer ServiceComputerCommunicationBankingAccuracyAccount administration Behaviors Preferred Team Player: Works well as a member of a groupLoyal: Shows firm and constant support to a causeEnthusiastic: Shows intense and eager enjoyment and interestDetail Oriented: Capable of carrying out a given task with all details necessary to get the task done wellDedicated: Devoted to a task or purpose with loyalty or integrity Motivations Preferred Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of workSelf-Starter: Inspired to perform without outside helpJob Security: Inspired to perform well by the knowledge that your job is safeGrowth Opportunities: Inspired to perform well by the chance to take on more responsibilityFlexibility: Inspired to perform well when granted the ability to set your own schedule and goalsAbility to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.