Trust Relationship Officer

3 days ago


Marion, Iowa, United States Ohnward Bancshares, Inc. Full time
About Us

Ohnward Bancshares, Inc. is a leading financial institution dedicated to delivering exceptional banking and financial services to our clients. With a strong commitment to community involvement and customer satisfaction, we strive to be the trusted partner for all your financial needs.

Job Summary

We are seeking a highly skilled Trust Relationship Officer to join our team. As a key member of our Trust Department, you will be responsible for managing client relationships, developing personalized wealth management plans, and executing strategic investment strategies to achieve clients' long-term goals.

Key Responsibilities
  • Manage client relationships to perform activities relative to our role as trustee, agent, and/or custodian
  • Develop and implement personalized wealth management plans to achieve clients' near-term goals and ultimate legacy plan objectives
  • Monitor and oversee all account activity, including investment policy statements, transferring funds, securities, and other assets
  • Collaborate with Investment Managers to execute trades, maintain investment action plans, and implement new investment strategies
Requirements
  • Bachelor's Degree in a related field (e.g., finance, economics, business administration)
  • Minimum 3 years of experience in money management, estate planning, trust administration, and client service
  • Strong skills in client service, problem-solving, analytical thinking, and attention to detail
  • Excellent communication and interpersonal skills, with the ability to work effectively with high net-worth clients
Benefits
  • Competitive salary range: $80,000 - $110,000 per year, depending on experience
  • Benefits package, including health insurance, dental insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
How to Apply

If you are a motivated and results-driven professional looking to join a leading financial institution, please visit our website at www.ohnward.com to learn more about our current job openings and apply online.



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