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)
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.
CRBT is looking for a Trust Officer to join our team. The key attributes of this position are under the direction of department manager, has responsibility for business development and management of client relationships. Responsible for the administration of assigned trust, agency and estate accounts. Will work closely with investment group to implement strategies and maintain compliance with policies. Expected to pursue and develop new relationships with clients, solicit new business from present and prospective clients and cultivate internal and external referral sources and centers of influence.
To be considered for this position applicants should have three plus years of experience with investment management, particularly within a trust department, preferred. CFA or CFA candidate, plus bachelor's degree in accounting, finance, math or other related field, or equivalent working experience preferred.
Cedar Rapids Bank & Trust is a relationship-driven organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality. We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees.
Pre-Employment credit check, background check & drug screen is required.
Visit https://www.crbt.bank/ to learn more about our company.
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