Trust Clerk jobs in Norfolk, NE

Responsibilities:

• Manage, administer and retain a book of high net worth investment agency and IRA accounts and relationships.
• Maintain contact with existing clients and organizations regarding account performance, administrative matters, tax planning and other issues to provide outstanding personal service and ensure the clients’ financial goals are being achieved.
• Initiate new Wealth Management client relationships through proactive sales efforts and by leveraging fiduciary skills and knowledge in the marketplace including investment management, personal trust and private banking services.
• Cultivate and maintain relationships with numerous sources of new business referrals and centers of influence including bank personnel, attorneys, accountants, financial services professionals and various social contacts.

Requirements:

• Bachelor's Degree.
• Minimum of 5 years of prior wealth management, trust, investment management and related administrative experience in the financial services industry.
• Possess a proficient understanding of investments, asset allocation and financial planning techniques.
• Attention to detail and strong organizational skills.· Excellent presentation, verbal and written communication skills.
• Ability to work in a very team-oriented environment along with trust officers, investment officers, banking officers and operations personnel.
• Excellent interpersonal communication and relationship management skills.

Compensation: