You will be in either Johnston or Grinnell.
We have branches in Marengo and Polk City and you will need to travel to any of the branches as needed.
*Responsibilities*
* Responsible for overall management of the client relationship for accounts developed or assigned.
* Responsible for retaining, servicing, and growing current assigned client relationships.
* Develop new business and identify opportunities in existing relationships.
* Provide consultation and expertise in fiduciary services, coordinating with attorneys and CPA’s to support estate planning efforts.
* Administer accounts consistent with governing documents, applicable laws, regulations, policies and procedures.
* Authorizes account investments and disbursements.
* Initiates regular client communications and exercises independent judgment in resolving client inquiries.
* Respond to client requests in a timely and professional manner.
* Responsible for ensuring client paperwork and files are compliant with all regulations and policies.
* Responsible for conducting timely & complete client reviews and proactive meetings, and thoroughly documenting the files & CRM system.
* Work closely with department employees on administrative, operational, investment, and insurance issues to ensure the quality of the client experience.
* Works in collaboration with other Wealth Advisors, Trust Officers, Managers, Lenders, and other organization contacts on cross-selling opportunities.
* Coordinate with attorneys and CPAs in preparing Annual Reports, Financial Case plans and tax returns for assigned Trusts, Conservatorships and Estates.
* Maintain current understanding of regulations as they relate to Fiduciary and Investment issues.
* Pursues training, educational and self-development opportunities—not only to assure mandatory CE requirements are satisfied but to increase skill level and remain current on tax, financial, estate, investment, and retirement developments and laws.
* Complies with federal, state, and local legal requirements by filing tax returns; studying existing and new legislation; anticipating future legislation; advising management on needed actions.
* Maintains client confidence and protects Wealth Management operations by keeping information confidential.
* Attends mandatory compliance and security sessions.
* Monitors daily work for adherence to compliance and security regulations, policies/procedures, and promptly corrects any deficiencies.
* Contributes to team effort by accomplishing related results as needed.
* Delegates effectively to team, including supervision responsibilities, if applicable.
*Skills*
* Bachelor degree in business/finance/accounting or related field of study required.
JD or CPA preferred.
* 5 years of trust/legal/wealth management/banking experience required.
* Experience in professional setting with direct client interaction preferred.
* Excellent written and oral communication skills.
* Ability to attain & maintain one of the following certifications/designations is preferred: Certified Financial Planner (CFP); Certified Trust and Financial Advisor (CTFA); Certified Legal Assistant (CLA), Advanced Estate Planning (AEP) or equivalent.
* Basic understanding of accounting principles and banking.
* Knowledge/experience with Microsoft product suite.
Job Type: Full-time
Pay: $80,000.
00 - $100,000.
00 per year
Benefits:
* 401(k)
* Dental insurance
* Employee assistance program
* Flexible spending account
* Health insurance
* Life insurance
* Paid time off
Physical setting:
* Office
Schedule:
* 8 hour shift
Ability to Commute:
* Johnston, IA 50131 (Preferred)
Work Location: In person
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