We have other current jobs related to this field that you can find below
-
Trust Officer
3 months ago
Ames, United States First National Bank Full timeJob DescriptionJob DescriptionMajor Functions:Promote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and trust accounts.Essential Duties:Wealth AdvisorManage a variety of client accounts including investment management, comprehensive...
-
Nighttime Security Officer
2 days ago
Ames, Iowa, United States Citadel Security USA Full timeWhy Choose Citadel Security USA?--> Comprehensive Training: At Citadel Security USA, we offer localized training programs along with company uniforms to ensure you are prepared for your role from the outset. Our goal is to equip you with the essential skills and knowledge to thrive in your position.--> Attractive Compensation: Your hard work and commitment...
-
Nighttime Security Officer
3 days ago
Ames, Iowa, United States Citadel Security USA Full timeWhy Choose Citadel Security USA?--> Effective Onboarding: At Citadel Security USA, we offer comprehensive local training programs and provide uniforms to ensure you are prepared for your role from the outset. Our goal is to equip you with the essential skills and knowledge to thrive in your position.--> Attractive Compensation: Your hard work and commitment...
-
Nighttime Security Officer
3 days ago
Ames, Iowa, United States Citadel Security USA Full timeWhy Become Part of Our Team?--> Seamless Onboarding: At Citadel Security USA, we prioritize your success from the outset. Our local training programs and provided uniforms ensure you are well-prepared to thrive in your role.--> Attractive Compensation: Your hard work and dedication will be acknowledged with a competitive salary that reflects your...
-
Nighttime Security Officer
3 days ago
Ames, Iowa, United States Citadel Security USA Full timeWhy Become Part of Our Team?--> Streamlined Onboarding: At Citadel Security USA, we prioritize your success with local training initiatives and company-provided uniforms, ensuring you are well-prepared from the outset. We will provide you with the essential skills and knowledge to thrive in your position.--> Attractive Compensation: Your hard work and...
-
Office Manager
2 months ago
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting applications for an Office Manager for its Ames office. This is a fantastic opportunity to lead an outstanding group of caring professionals in our Ames Family Medicine Department. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to...
-
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting application for Receptionist for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsibilities include: maintaining reception desk activities, including greeting, scheduling, and instructing of...
-
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting application for Receptionist for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsibilities include: maintaining reception desk activities, including greeting, scheduling, and instructing of...
-
Ames, United States McFarland Clinic, P.C. Part timeJob DescriptionJob DescriptionMcFarland Clinic is central Iowa's largest physician-owned multi-specialty clinic. Join our team and join a group of caring professionals, dedicated to providing Extraordinary Care, Every Day! We value quality care and extraordinary service, trusting relationships and an exceptional workplace. Our organization has more than...
-
LPN/RN (FT) | Urology | Ames | 2024-093
1 day ago
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting applications for a LPN/RN for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsibilities include: Rooming patients, assisting providers in exam rooms, assisting providers with in-office...
-
CMA (FT) | ENT | Ames | 2024-176
2 days ago
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting applications for a CMA for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsible for assisting in the delivery of health care and patient care management in accordance with McFarland...
-
Hall Nurse
3 months ago
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting applications for Hall Nurse - CMA/LPN for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsibilities include: Pre-Registration process, rooming patient and prepare patient for provider exam,...
-
Patient Registration Rep
3 months ago
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting applications for a Patient Registration Rep for its Ames (Medical Arts) office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsibilities include: greeting, instructing, registering, checking in and directing...
-
Environmental Services Worker
4 weeks ago
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting applications for a Enviro Service Worker for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsibilities include: Under general supervision, performs daily cleaning as assigned to maintain the...
-
Collector
2 months ago
Ames, United States Greater Iowa Credit Union Full timeJob DescriptionJob DescriptionWe are currently seeking a Collector that would be responsible for preserving the credit union's assets by maintaining monthly and yearly delinquency and charge off standards as identified in the individual performance plan. To assist members, branches, and other back office departments with collection issues and to control...
-
Receptionist (FT) | Allergy | Ames |
4 days ago
Ames, United States McFarland Clinic Full timeMcFarland Clinic is currently accepting application for Receptionist for itsAmes office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Responsibilities include: maintaining reception desk activities, including greeting, scheduling, and instructing of patients and visitors in...
-
Ames, United States McFarland Clinic, P.C. Full timeJob DescriptionJob DescriptionMcFarland Clinic is currently accepting applications for a CMA/LPN for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients.Responsibilities include: utilizing a systematic approach to nursing practice. Through this process, the professional...
-
Environmental Services Worker
3 weeks ago
Ames, United States McFarland Clinic Full timeMcFarland Clinic is currently accepting applications for a Enviro Service Worker for itsAmes office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Responsibilities include: Under general supervision, performs daily cleaning as assigned to maintain the Clinic in a sanitary,...
-
Receptionist (FT) | Allergy | Ames |
4 weeks ago
Ames, United States McFarland Clinic Full timeMcFarland Clinic is currently accepting application for Receptionist for its Ames office. Candidates should be service-oriented, a team player, and be able to provide extraordinary care, every day to our patients. Responsibilities include: maintaining reception desk activities, including greeting, scheduling, and instructing of patients and visitors in...
-
Relationship Banker
3 months ago
Ames, United States First National Bank Full timeJob DescriptionJob DescriptionMajor Function:Provide personalized banking services to current and prospective customers, consistently seeking to deliver excellence in customer service. Engage, Transact and Consult (ETC) with customers to enhance customer relationships and find ways to simplify their banking.Key Job ResponsibilitiesProvide a consistent...
Trust Officer
2 months ago
Major Functions:
Promote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and trust accounts.
Essential Duties:
Wealth Advisor
Manage a variety of client accounts including investment management, comprehensive financial management, estate and trust administration, conservatorships, escrow accounts, and real estate exchanges.
Meet with new and existing clients to discuss financial goals and objectives, and overall estate planning.
Review trust accounts, including review of income, disbursements, assets, account goals and objectives, and proper diversification. Complete annual court reporting, as needed.
Build and maintain strong relationships with existing clients and Bank personnel, including Private Banking Team, to facilitate referrals.
Collaborate with outside legal counsel and tax professionals to promote department products and services, and review drafted estate planning documents for existing and prospective Trust Department clients.
Prepare forms to establish new accounts and maintain existing relationships including pre-acceptance reviews, client onboarding documentation, real estate inspections, and annual client reviews.
Work with Portfolio Manager in reviewing client investment portfolios and recommend appropriate changes.
Provide relevant tax documents to designated tax preparers and review fiduciary income tax returns prior to filing.
Written and verbal presentations to Trust Investment Committee, Trust Investment Group, and Board of Directors.
Deliver presentations in multiple seminar events to promote Financial Management & Trust Services.
Adhere to applicable laws and regulations, internal policies and procedures, and client account documents.
Coordinate with third-party vendors such as farm managers and real estate agents.
Participate in Trust Committee for review of client accounts.
Growth and Retention of Financial Management & Trust Services
Cultivate a culture that supports our core values of community-focused, innovative, responsive, secure, and trustworthy.
Profile current Bank clients to identify prospects with potential Financial Management & Trust Service needs.
Network, develop partnerships with centers of influence and actively participate in community organizations and activities (often leadership roles) to build relationships and facilitate referrals.
Additional Responsibilities:
Participate in trust department decisions pertaining to policy and strategic planning.
Assist other employees/departments/branches to promote teamwork and good communication.
Other duties as assigned.
Requirements:
Education & Experience
Bachelor's degree in banking, finance, accounting, or Juris Doctor degree.
5+ years of trust administration experience or related attorney practice is required.
Knowledge, Skills & Abilities:
Knowledge of income tax, estate tax, and trust administration.
Knowledge of financial planning, and investments a plus.
Ability to analyze and interpret trust documents.
Basic computer literacy with knowledge of Microsoft Office (Word, Excel, Outlook).
Knowledge of banking regulations and procedures a plus.
Ability to communicate effectively with clients, staff, attorneys, and other professionals as necessary to serve clients.
Demonstrate analytical decision-making and problem-solving skills.
Work under pressure and perform several tasks simultaneously.
Ability to work independently or in groups.
Basic mathematical skills.
Excellent customer service skills.
Excellent organizational skills.
Attention to detail and accuracy.
#J-18808-Ljbffr
