Trust Administrator jobs in Waterloo, 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 - Waterloo, IA
  • Lincoln Savings Bank
  • Waterloo, IA FULL_TIME
  • Job Description:

    Participates in the development of new business from existing or prospective customers by advising clients, both individual and corporate, concerning the design and administration of individual investment and trust accounts.

    Administers routine personal trust accounts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument.

    Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become familiar with governing document to interpret terms, responsibilities and duties of the Bank.

    Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Maintain contact with clients to discuss and advise on issues.

    Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and trust issues.

    Managing Mutual Funds, Bonds, and Equity Portfolios.

    Preparing fiduciary and estimate tax returns.

    Develop and maintain relationships with bank personnel to expand understanding of trust services and to stimulate referrals.

    Refer prospects to the bank or brokerage area that do not meet the criteria for a Trust client. Measured against annually negotiated referral goals.

    Maintain current understanding of regulations as they relate to Fiduciary issues and Trust investments.

    Participate in civic and community affairs, functions, and organizations promoting a positive, involved community image for the bank.

    Perform other duties and responsibilities as assigned by management.


    Necessary Skills and Attributes:


    Juris Doctor highly preferred

    5 years Trust/Legal/Wealth Management Experience

    Strong personal trust and relationship management skills

    In-depth knowledge of fiduciary services

    Considerable knowledge of personal trust products and services

    Strong networking and business development skills

    Well-developed analytical and problem-solving skills

    Ability to make critical decisions independently

    Excellent presentation, verbal and written communication skills

    Proven business development success

  • 23 Days Ago

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Marketing Intern Summer 2024
  • Community Bank & Trust
  • Waterloo, IA INTERN
  • Community Bank & Trust is committed to being the most customer-focused financial institution in the Cedar Valley and is seeking an individual that is passionate about building customer relationships. ...
  • 21 Days Ago

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Community Banker Intern Summer 2024
  • Community Bank & Trust
  • Waterloo, IA INTERN
  • Community Bank & Trust is committed to being the most customer-focused financial institution in Cedar Valley and is seeking an individual that is passionate about building customer relationship. CB&T ...
  • 21 Days Ago

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Loan Administration Specialist
  • Fidelity Bank & Trust
  • Oelwein, IA FULL_TIME
  • DescriptionAre you ready to embark on a rewarding career journey in the heart of our thriving financial institution? Fidelity Bank & Trust is seeking a highly motivated and detail-oriented individual ...
  • 11 Days Ago

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Community Banker - 20 hours/week
  • Community Bank & Trust
  • Waterloo, IA PART_TIME
  • Community Bank & Trust is committed to being the most customer-focused financial institution in the Cedar Valley and is seeking an individual that is passionate about building customer relationships. ...
  • 15 Days Ago

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Administrative Office Specialist /Community Banker
  • Community Bank & Trust
  • Waterloo, IA FULL_TIME
  • Community Bank & Trust is committed to being the most customer-focused financial institution in the Cedar Valley and is seeking an individual that is passionate about building customer relationships. ...
  • 2 Months Ago

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0 Trust Administrator jobs found in Waterloo, IA area

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Travel Nurse RN - Med Surg / Telemetry - $2,296 per week
  • TRS Healthcare
  • Waterloo, IA
  • Solomon Page is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Waterloo, Iowa. Job Descripti...
  • 3/28/2024 12:00:00 AM

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Travel Ultrasound Technologist - $2,616 per week
  • Stability Healthcare
  • Waterloo, IA
  • Solomon Page is seeking a travel Ultrasound Technologist for a travel job in Waterloo, Iowa. Job Description & Requireme...
  • 3/28/2024 12:00:00 AM

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Apprenticeship & Training
  • Iowa Operating Engineers
  • Waterloo, IA
  • Earn while you learn! *** INTERVIEWS ON APRIL 4th In Cedar Rapids, APPLY TODAY! Operating Engineers Local 234 Apprentice...
  • 3/27/2024 12:00:00 AM

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Commodity Manager
  • IDEX Corporation
  • Cedar Falls, IA
  • If you're looking for a special place to build or grow your career, you've found it. Whether you're an experienced profe...
  • 3/27/2024 12:00:00 AM

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Foot & Ankle Sales Representative - Waterloo, IA
  • Stryker
  • Waterloo, IA
  • Work Flexibility: Field-based Stryker Position Title: Foot & Ankle Sales Representative Who we want Hard-working winners...
  • 3/27/2024 12:00:00 AM

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Audit Internship - GASB (Spring 2025)
  • BerganKDV, LTD
  • Waterloo, IA
  • Description Are you a motivated individual with a passion for helping people and a tendency to have some fun doing it? T...
  • 3/26/2024 12:00:00 AM

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Service Technician-Commercial Kitchen Equipment
  • Hobart Service
  • Waterloo, IA
  • Job Description Job Description Job Description Are you mechanically and electrically inclined? Do you like providing cu...
  • 3/24/2024 12:00:00 AM

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Retail Customer Service Specialist
  • Sherwin-Williams
  • Waterloo, IA
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 2/21/2024 12:00:00 AM

Waterloo is a city in and the county seat of Black Hawk County, Iowa, United States. As of the 2010 United States Census the population decreased by 0.5% to 68,406; the 2016 Census estimates the population at 67,934, making it the sixth-largest city in the state. The city is part of the Waterloo – Cedar Falls Metropolitan Statistical Area, and is the more populous of the two cities. According to the United States Census Bureau, the city has a total area of 63.23 square miles (163.76 km2), of which 61.39 square miles (159.00 km2) is land and 1.84 square miles (4.77 km2) is water. The average el...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$56,326 to $71,969
Waterloo, 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