Exempt Trust Professional

5 days ago


West Liberty, Iowa, United States SOUTH OTTUMWA SAVINGS BANK Full time
About the Job Description

We are seeking a highly skilled Exempt Trust Professional to support the operations of our Trust Department. 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, and ensuring compliance with applicable regulations.

Key responsibilities include:

  1. Business development of new Trust customers and accounts, concentrating on both additional assets and income.
  2. Collaborate with clients and attorneys to draft legal documents specifying trust and estate provisions, duration, and other matters.
  3. Facilitate the process of transferring funds and assets to corpus of trust.

We offer a competitive benefit package including options for medical, dental, vision, short-term & long-term disability insurance, and a generous 401(k) plan with employer match.



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