Trust Officer

2 weeks ago

Fort Dodge, United States Palmer Group Full time
Job DescriptionJob Description

We are partnering with our client in northern Iowa in their search for a Trust Officer. This is an exciting opportunity to join a family-friendly company that prides itself on flexibility and community support. If you have a CPA or legal background, along with experience working with Trusts, apply today to learn more

Responsibilities:

  • Plan, direct and coordinate the bank’s trust programs
  • Monitor and analyze industry trends, developments, customer demand projections, and other relevant trends
  • Plan, conduct and record quarterly Board of Directors Trust Committee meetings
  • Develop and implement policies, procedures, and programs that ensure compliance with state and federal laws, minimize company exposure, and ensure business continuation
  • Managing direct staff
  • Monitor and analyze the performance of designated staff, departments, and functions
  • Take corrective action as needed
  • Build and maintain strong positive relationships to effectively retain new and existing employees, customers, agents, vendors, and other organizations or institutions
  • Develop and maintain departmental budget
  • Actively manage department resources, practices, and expenses to ensure profitability and ROE. Identify and optimize opportunities for growth
  • Attend seminars, workshops, and trainings as necessary to maintain an advanced level of knowledge and expertise
  • Participate in civic and professional organizations consistent with company guidelines, as directed or as approved in advance by management

Requirements:

  • Bachelor's or master’s degree in accounting, finance or legal
  • Juris Doctor/Attorney licensure, Certified Public Accountant licensure, Certified Financial Planner, or Certified Trust or Financial Advisor designation
  • Five or more years of experience in trust management or active law practice required
  • One or more years of managerial or supervisory experience
  • Strong computer skills with advanced proficiency in Microsoft 365 products

Work Model:

  • On-Site
Company DescriptionPalmer Group is a premier employment agency. Since 1998 we have been a leading resource in providing employment solutions. With consistency and confidence, our experts partner with our clients and candidates as they navigate the evolving job market.

Our employment solutions include temporary and contract staffing, direct-hire placement, as well as additional job seeker services, employer services, and managed services.

We are an employee-owned company founded on strong ethics, values, and a passion for making lives better. Our employees are committed professionals that are passionate about helping others and forming relationships that matter.

Through our relationships, we’ve built a client roster that ranges from local to Fortune 500 companies in a variety of industries and have developed a vast network of high-quality candidates from entry to executive-level experience.

Our areas of expertise include Accounting & Finance, Administrative & Customer Service, Construction, Engineering & Manufacturing, Human Resources, Information Technology, Insurance, Mortgage & Banking, and Sales & Marketing.Company DescriptionPalmer Group is a premier employment agency. Since 1998 we have been a leading resource in providing employment solutions. With consistency and confidence, our experts partner with our clients and candidates as they navigate the evolving job market. \r
\r
Our employment solutions include temporary and contract staffing, direct-hire placement, as well as additional job seeker services, employer services, and managed services. \r
\r
We are an employee-owned company founded on strong ethics, values, and a passion for making lives better. Our employees are committed professionals that are passionate about helping others and forming relationships that matter. \r
\r
Through our relationships, we’ve built a client roster that ranges from local to Fortune 500 companies in a variety of industries and have developed a vast network of high-quality candidates from entry to executive-level experience. \r
\r
Our areas of expertise include Accounting & Finance, Administrative & Customer Service, Construction, Engineering & Manufacturing, Human Resources, Information Technology, Insurance, Mortgage & Banking, and Sales & Marketing.

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