Trust Administrator jobs in Ames, IA

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Trust Officer
  • First National Bank
  • Ames, IA FULL_TIME
  • 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.

    Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    • Physical demands: While performing the duties of this job, the employee is frequently required to sit or stand. The employees will frequently use and talk on the telephone and use a computer and other office equipment. The employee will be required to travel for events and to meet clients off site.
    • Work environment: While performing the duties of this job, the employee is frequently located inside an office building. The employee is occasionally exposed to weather conditions prevalent at the time.
  • 1 Day Ago

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Digital Banking Specialist I or II
  • Bankers Trust
  • Des Moines, IA FULL_TIME
  • Job Brief This Digital Banking Specialists provide support for Digital Banking functions and processing as part of the Digital Banking team in the Electronic Banking Department. There are important qu...
  • 19 Days Ago

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Consumer Lending Associate
  • Bankers Trust
  • Des Moines, IA FULL_TIME
  • Job Brief Provide consumer lending support to all Regional Retail markets, including Private Banking. This support consists of loan document preparation, underwriting, denials, regulatory oversight, p...
  • 20 Days Ago

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FT Relationship Banker I or II, BT - Ankeny
  • Bankers Trust
  • Des Moines, IA FULL_TIME
  • Job Brief Responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new acco...
  • Just Posted

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PT Consumer Services Representative (Teller) BT - Ames
  • Bankers Trust
  • Ames, IA FULL_TIME
  • Job Brief Provide superior and quality customer service; provide customers efficient and accurate transaction processing; identify relevant referral opportunities and cross-sell bank products. There a...
  • 10 Days Ago

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FT Relationship Banker I or II, BT - South
  • Bankers Trust
  • Des Moines, IA FULL_TIME
  • Job Brief Responsible for providing personalized customer service to clients. The RB engages customers in conversation to understand their banking needs and preferences and assists in opening new acco...
  • 14 Days Ago

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0 Trust Administrator jobs found in Ames, IA area

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Inside Sales Representative
  • USHA - Iowa (DNK-DM)
  • Des Moines, IA
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/25/2024 12:00:00 AM

T
Field Application Specialist - HammerHead
  • The Toro Company
  • Ankeny, IA
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/24/2024 12:00:00 AM

T
Field Application Specialist - HammerHead
  • The Toro Company
  • Des Moines, IA
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/24/2024 12:00:00 AM

A
Tax Manager - Private Client Services
  • Andersen
  • Des Moines, IA
  • The Firm: Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't j...
  • 4/24/2024 12:00:00 AM

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Associate Category Manager (Retail Insights & Analytics)
  • NielsenIQ
  • Des Moines, IA
  • **Associate Category Manager (Retail Insights & Analytics)** * Des Moines, IA, USA * Full-time * Career Site Team: Clien...
  • 4/24/2024 12:00:00 AM

C
Manager, HR Business Partner (US Global Manufacturing)
  • Cardinal Health
  • Des Moines, IA
  • **_What HR Business Partner contributes to Cardinal Health_** Human Resources designs, implements and delivers human res...
  • 4/23/2024 12:00:00 AM

A
HR Business Partner
  • Arco Ltd
  • Des Moines, IA
  • ABOUT YOUAre you an energetic and innovative HR leader? Do you take pride in finding different ways to improve the emplo...
  • 4/23/2024 12:00:00 AM

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Entry-Level Lube Tech
  • Valvoline Instant Oil Change
  • Clive, IA
  • Geared for the Driven At Ivy Lane Corp, a franchisee of Valvoline Instant Oil ChangeSM (VIOC), it all starts with our pe...
  • 4/8/2024 12:00:00 AM

Ames is a city in central Iowa approximately 30 miles (48 km) north of Des Moines. It is best known as the home of Iowa State University (ISU), with leading Agriculture, Design, Engineering, and Veterinary Medicine colleges. A United States Department of Energy national laboratory, Ames Laboratory, is located on the ISU campus. In 2017, Ames had a population of 66,498. Iowa State University is home to 36,321 students (Fall 2017), which make up approximately one half of the city's population. Ames also hosts United States Department of Agriculture (USDA) sites: the largest federal animal diseas...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,548 to $76,092
Ames, Iowa area prices
were up 0.8% from a year ago

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Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
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