Trust Advisor
About the role
At Security National Bank, we believe something simple but powerful: everything matters, because people matter. Every conversation, every decision, and every relationship is an opportunity to make a meaningful impact. If you’re passionate about building trusted relationships and guiding clients through some of the most important financial decisions of their lives, you’ll find purpose—and opportunity—here.
Responsibilities
- Build Trusted Relationships
- Develop strong, lasting relationships with clients by understanding their personal and financial goals
- Provide thoughtful guidance on investments, estate planning, and financial strategies
- Deliver a high-touch, personalized client experience
- Administer & Protect Client Assets
- Manage fiduciary accounts with moderate to advanced complexity
- Oversee estate administration from asset collection through final distribution
- Ensure all documentation is accurate, payments are authorized, and tax implications are properly considered
- Collaborate & Deliver Expertise
- Partner with internal teams, including Tax, to prepare and review fiduciary and individual tax returns
- Ensure full compliance with company policies, state laws, and regulatory requirements
- Bring thoughtful solutions to complex client situations
- Grow & Strengthen the Business
- Identify opportunities to deepen client relationships and develop new business
- Represent the bank professionally within the community
- Promote SNB’s full range of Wealth Management services
Requirements
You’ll thrive in this role if you bring a strong mix of expertise, relationship-building, and a commitment to doing things the right way:
- Bachelor’s degree in business, finance, accounting, or related field
- Experience in trust and estate administration, including fiduciary account management
- Strong understanding of estate planning, investments, and personal financial strategies
- Knowledge of tax considerations related to fiduciary and individual returns
- Familiarity with compliance requirements, state laws, and trust administration policies
- Proven ability to build relationships, retain clients, and contribute to business development
- Exceptional attention to detail and organizational skills
- Strong communication skills with the ability to build trust with clients, beneficiaries, and professional partners
- Proven ability to manage multiple priorities, meet deadlines, and adapt in a dynamic environment
- A collaborative, team-oriented mindset with a service-first approach
- Intellectual curiosity and strong problem-solving skills
- A professional, respectful approach that reflects our values and commitment to our clients
Qualifications
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.
Skills
Your skills will be essential to your success in this role:
- Expertise in trust and estate administration
- Strong understanding of investments and personal financial strategies
- Knowledge of tax considerations related to fiduciary and individual returns
- Familiarity with compliance requirements, state laws, and trust administration policies
- Strong relationship-building and communication skills
- Attention to detail and organizational skills
- Ability to manage multiple priorities and adapt to a dynamic environment
- Proven ability to build and maintain client relationships
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.
Pay
Details on pay are not specified in the job posting.
Schedule
Regular business hours, Monday through Friday. Some extended business hours with events.
Location
Sioux City, IA