Trust Assistant
Iowa State Bank - Algona · Algona, IA · 1 wk ago
On-siteFinanceFull-time
About the role
The Trust Assistant is a full-time, on-site role located in Algona, IA. This position supports the administrative functions for the Trust Department.
Responsibilities
- Prepare and maintain correspondence, reports, contracts, income & expense processing, and customer disbursements.
- Aid in the management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department.
- Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records.
- Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements.
Qualifications
- An associate's degree in business.
- Will consider experience in lieu of education.
- Three or more years of experience in a related field is preferred.
Benefits
Iowa State Bank offers an excellent pay and benefits package, competitive time-off programs and a professional, team-oriented work environment.
Pay
Details on pay are not specified in the job posting.
Schedule
Details on schedule are not specified in the job posting.
Skills
Details on required skills are not specified in the job posting.
Benefits
Details on benefits are not specified in the job posting.
Company Information
To apply please visit the Careers tab on the Iowa State Bank website at www.BankISB.com and follow the instructions for submitting an application and/or resume.