Trust Officer

3 days ago


West Liberty, Iowa, United States SOUTH OTTUMWA SAVINGS BANK Full time

South Ottumwa Savings Bank is a reputable financial institution seeking an experienced Trust Officer to join their team. As a Trust Officer, you will be responsible for providing expert advice on trust and estate matters, creating and overseeing trusts under the terms of the governing trust document, supporting the operations of the Trust Department, and ensuring compliance with applicable regulations and bank procedures.

The ideal candidate will have a minimum of 10 years' experience as a Trust Officer, excellent verbal and written communication skills, and superior customer service skills. They will also possess a thorough understanding of tax law, investments, financial planning, and financial ethics. The ability to identify appropriate actions for clients in terms of investment and liquidation, maintain confidentiality, and prioritize workload while meeting deadlines is essential.

As a Trust Officer at South Ottumwa Savings Bank, you can expect a competitive salary ranging from $100,000 to $150,000 per year, depending on experience, plus a comprehensive benefit package that includes medical, dental, vision, short-term and long-term disability insurance, a generous 401(k) plan with employer match, employee assistance program, paid vacation, PTO, and holiday time off.

Key Responsibilities:
  • Provide expert advice on trust and estate matters
  • Create and oversee trusts under the terms of the governing trust document
  • Support the operations of the Trust Department
  • Evaluate client needs and develop strategies to meet their goals
  • Analyze financial data and make recommendations on investments and asset management
  • Maintain accurate and detailed records of client interactions and transactions
  • Stay up-to-date with changes in tax laws and regulations affecting trust services
Requirements:
  • Minimum of 10 years' experience as a Trust Officer
  • Excellent verbal and written communication skills
  • Superior customer service skills
  • Thorough understanding of tax law, investments, financial planning, and financial ethics
  • Able to identify appropriate actions for clients in terms of investment and liquidation
  • Maintain confidentiality and prioritize workload while meeting deadlines

South Ottumwa Savings Bank is an Equal Opportunity Employer and welcomes applications from qualified candidates who are passionate about delivering exceptional service to their clients.



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