Trust Officer

Job Description

Job Description

First National Bank is a local, full-service bank, serving the Ames, Ankeny, Osceola, and West Des Moines communities from eight convenient locations. We pride ourselves on moving forward our Mission of being Customer Focused, Locally Empowered, and Team Member Driven. We offer a great place to work with many benefits for employees.

The Trust Officer promotes the growth and profitability of the Bank through the development of new business and building client relationships though portfolio administration of trust and financial management accounts. This includes the following duties :

• Managing and administering a variety of accounts including investment management, comprehensive financial management, estate and trust, conservatorships, escrow, and real estate exchanges.
• Meeting with existing and prospective clients to build new relationships and maintain existing relationships.
• Collaborate with external professionals to review documents, seek professional expert guidance as needed, and cultivate referrals.
• Ensures that relevant tax documents are collected and provided to the clients' tax preparers and review fiduciary income tax returns prior to filing.
• Coordinate third party vendors to ensure needs of clients are met.
• Work with Portfolio Manager to review client investment portfolios and make recommended changes and make written and verbal presentations to Trust Committees and Board of Directors. Participate in Trust Committee reviews of client accounts
• Ensure compliance with the applicable internal and external laws, regulations, policies, procedures, and client account documents.
• Participates in seminars and social events for clients and potential clients.

Requirements :

Our company is an equal opportunity employer.

This position primarily works 8 : 00 a.m. to 5 : 00 p.m. Monday - Friday but may require occasional hours outside of normal business hours to meet with clients or to attend events and functions.

40 hours per week.