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MidWestOne Bank · 1 month ago

Fiduciary Administration Officer

West Des Moines, IA

Full-time

Onsite

Entry Level

1+ years exp

MidWestOne Bank is a financial institution that values both personal care and professional delivery. The Fiduciary Administration Officer provides administrative support to trust officers, manages client communications, and assists in various trust-related matters.

BankingCommercialFinanceFinancial Services

Responsibilities

Works with and provides strong back up to Trust Officers in areas of client service and interaction by serving as additional point of contact for clients, beneficiaries, attorneys, and other related parties

Assists Trust Officers with account management in a variety of capacities and helps facilitate business development efforts

Reviews and processes incoming client correspondence and mail related to client accounts

Handles communication and documentation related to client accounts

Responds to requests and questions from clients and co-workers in a timely, efficient, and professional manner

Participates in client meetings and meets with clients on own

Maintains familiarity with client account histories and objectives

Reviews and approves expenditures and bills related to client accounts

Completes new account and closing of account paperwork

Works to solve various problems with accounts in coordination with the operations or administrative staff

Attends, and may participate in special bank functions or programs

Serves as a member of the Trust Committee and any additional assigned committee roles

Maintains ongoing knowledge of trust administration support including trust accounting system, and trust department and bank wide policies and procedures