Trust Administrator jobs in Dubuque, 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 associate
  • First Community Trust
  • Dubuque, IA FULL_TIME
  • Why First Community Trust (FCT)?

    We truly believe that people matter . From our clients to our employees, our goal is to make sure we take care of our people first.

    FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions.

    Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives and we're seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.

    The Trust Operations Associate will be responsible for maintaining controls for the operations department including transactional reviews, account and asset reallocations, record keeping, and tax and portfolio accounting functions.

    If you are detail-oriented and enjoy process improvements, we want to hear from you!

    What You'll Be Doing

    • Receive payments and verify amounts against supporting maps and reports.
    • Prepare daily worksheets with batch totals and balance cash against report.
    • Generate and distribute trust checks.
    • Make daily deposits for client accounts.
    • Compile, organize, and calculate daily trust activity for processing.
    • Collect income receipts including interest, dividends, rents, royalties, annuities, etc.
    • Setup and maintain client accounts, assets, and name and address records.
    • Prepare, review, and complete routine client documents including letters, memos, and reports.
    • Maintain files for the trust operations department.

    Who You Are

    • Associate or bachelor's degree in finance, accounting, or business administration preferred or equivalent years of experience.
    • Background knowledge in fiduciary and financial accounting, taxes and investments, and / or trust / estate regulations preferred.
    • Strong analytical skills with high attention to detail and accuracy.
    • Excellent verbal, written and interpersonal communication skills.
    • Excellent problem-solving and time management skills.
    • Customer service skills including actively listening, eliciting information, comprehending customer issues / needs, and recommending solutions.
    • Credit and criminal history verification will be required of all applicants.

    Last updated : 2024-03-27

  • Just Posted

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Trust Officer
  • Cedar Rapids Bank & Trust
  • Rapids, IA FULL_TIME
  • Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
  • 9 Days Ago

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Trust Investment Officer
  • Cedar Rapids Bank & Trust
  • Rapids, IA FULL_TIME
  • Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationships. C...
  • 19 Days Ago

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Trust Operations Associate
  • First Community Trust
  • Dubuque, IA OTHER
  • Why First Community Trust (FCT)? We truly believe that people matter. From our clients to our employees, our goal is to make sure we take care of our people first. FCT is a nationally chartered trust ...
  • Just Posted

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Trust Operations Officer
  • Fidelity Bank & Trust
  • Dubuque, IA FULL_TIME
  • Description Join our dynamic team as a Trust Operations Officer and become a vital part of a reputable organization dedicated to delivering exceptional financial services. We pride ourselves on foster...
  • 1 Month Ago

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AmeriCorps Conservation Educator - Bur Oak Land Trust
  • Bur Oak Land Trust
  • Iowa, IA FULL_TIME
  • The AmeriCorps Environmental Educator will improve the communities' understanding of and exposure to the local natural environment, specifically regarding Bur Oak Land Trust's preserves, through educa...
  • 1 Month Ago

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0 Trust Administrator jobs found in Dubuque, IA area

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Registered Nurse - Psychiatric Services - FT - Nights
  • Trinity Health Corporation
  • Dubuque, IA
  • Employment Type: Full time Shift: Night Shift Description: POSITION PURPOSE: Nurses practice in settings across the hosp...
  • 3/29/2024 12:00:00 AM

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Trust Officer
  • First Community Trust, N.A.
  • Dubuque, IA
  • First Community Trust – Financial Advisor First Community Trust is a national association and an independent trust compa...
  • 3/28/2024 12:00:00 AM

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Warehouse Associate - $1,000 Hiring Bonus - Dubuque, IA
  • Nordstrom
  • Dubuque, IA
  • Job Description Job Description Job Description Our Supply Chain team is committed to providing excellent service to our...
  • 3/28/2024 12:00:00 AM

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Resource Utilization/Classification Tech - HIM Reimbursement Specialist - PT - Remote
  • Trinity Health
  • Dubuque, IA
  • Employment Type: Part timeShift: Description: POSITION PURPOSE: The HIM (Resource Utilization/Classification Tech/Reimbu...
  • 3/28/2024 12:00:00 AM

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Project Manager - Structural
  • MSA Professional Services, Inc.
  • Dubuque, IA
  • Overview: We are currently seeking a full-time Project Manager - Structural to join our team in at any of our 17 office ...
  • 3/28/2024 12:00:00 AM

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Part-time Universal Banker
  • Dubuque Bank & Trust, a division of HTLF Bank
  • Dubuque, IA
  • Under supervision, the Universal Banker will be responsible for assisting customers in a dual role function. The role is...
  • 3/27/2024 12:00:00 AM

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Resource Utilization/Classification Tech - HIM Reimbursement Specialist - PT - Remote
  • Access Dubuque
  • Dubuque, IA
  • Resource Utilization/Classification Tech - HIM Reimbursement Specialist - PT - Remote **MercyOne** 1 Positions ID: TRHEU...
  • 3/26/2024 12:00:00 AM

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Universal Banker
  • Dubuque Bank & Trust, a division of HTLF Bank
  • Dubuque, IA
  • Under supervision, the Universal Banker will be responsible for assisting customers in a dual role function. The role is...
  • 3/26/2024 12:00:00 AM

Dubuque /dəˈbjuːk/ (listen) is the county seat of Dubuque County, Iowa, United States, located along the Mississippi River. In 2017, the population of Dubuque was 57,637. This city lies at the junction of Iowa, Illinois, and Wisconsin, a region locally known as the Tri-State Area. It serves as the main commercial, industrial, educational, and cultural center for the area. Geographically, it is part of the Driftless Area, a portion of North America that escaped all three phases of the Wisconsinian Glaciation. It is one of the few cities in Iowa with bluffs, and a tourist destination featuring ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,471 to $74,711
Dubuque, Iowa area prices
were up 0.8% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
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.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020