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Trust Officer

  • Mason City, IA, United States

$85,000 to $115,000 USD / year

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Job details

Pay
$85,000 to $115,000 USD / year
Apply by
Experience
3+ years of trust administration experience
Posting language
English
Posted

Original job description

A community bank in Mason City is confidentially seeking an experienced Trust Officer to manage a book of trust, estate, and fiduciary relationships across north central Iowa. This is a relationship-driven role for someone who enjoys working closely with families, attorneys, and CPAs.

Responsibilities:

  • Administer personal trusts, estates, guardianships, and agency accounts
  • Serve as the main contact for clients and beneficiaries
  • Review account documents and make sure accounts are handled according to their terms
  • Coordinate with investment staff, attorneys, and tax professionals
  • Help grow the trust department through referrals and business development
  • Make sure accounts follow fiduciary and regulatory requirements

Qualifications:

  • Bachelor's degree in Business, Finance, or a related field
  • 3+ years of trust administration experience
  • CTFA or similar designation preferred
  • Strong communication skills and good judgment
  • Organized, detail-oriented, and able to manage multiple accounts

Competitive salary and bonus, with a strong benefits package.

I work with banks across Iowa and the Midwest and get to know their needs before roles hit the market. If this position isn't the perfect match, feel free to reach out, and we can talk confidentially about other openings.

How to apply: No cover letter needed. Just send your resume, or text/call me at 605-705-3077 or email logan.hovland@gogpac.com.

Logan Hovland (Search Consultant with GPAC)

A strong trust team is ready to welcome you.

More about this job

Skills

  • Sales
  • Communication skills

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