Top 30 Financial services Jobs in Algona, Ia

Trust Assistant
Iowa State Bank —Algona, IA
- $48,000 - $52,000 a year
- Full-time
- Customer service
- Mid-level
- Office
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Financial Advisor
New York Life —Iowa
- $60,000 - $150,000 a year
- Full-time
- Background check
- Finance
- Business development
- AD&D insurance
- Disability insurance
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5d
Insurance and Financial Services Position - State Farm Agent Team Member
Billy Offerman - State Farm Agent —Algona, IA
- $38,000 - $60,000 a year
- Email
- Communication skills
- Entry level
- Paid time off
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Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
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Controller(DC, NetSuite, Financial Services)
SystemsAccountants —United States
- Management
- CPA
- Finance
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor
New York Life —Iowa
Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your…
$60,000 - $150,000 a year
Quick Apply
5d
Client Relationship Consultant 2 (Banker) - Fairmont, MN - $1,000 sign on bonus
U.S. Bank National Association —Fairmont, MN
Provides a consistent optimal client experience, including greeting clients and processing basic transactions. $1,000 SIGN ON BONUS.
$20 - $23 an hour

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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financial services jobs near algona, ia

Trust Assistant

Iowa State Bank -
Algona, IA

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Job Details

Full-time
$48,000 - $52,000 a year

Qualifications

Customer communication

Full Job Description

Description:

Responsible for supporting the administrative needs of the Trust Department, duties of the Trust Assistant position include, but are not limited to:

Prepare and maintain correspondence, reports, contracts, income and expense processing and customer disbursements.
Assist with management of individual retirement accounts (IRAs), qualified plan retirement accounts, and burial trust accounts held within the Trust Department.
Utilize department software to post account transactions to active or inactive trust accounts, update account information, and maintain electronic documentation to ensure accurate records.
Perform daily system tasks and reporting activities in accordance with trust agreements, internal procedures and regulatory compliance requirements.
Support the overall administration and recordkeeping needs of the Trust Department while maintaining a high level of accuracy and confidentiality.

Requirements:

An Associate's Degree in Business is required. Will consider experience in lieu of education. Three or more years of experience in a related field is preferred.

Additional qualifications of the position include:

Ability to conduct multiple tasks while maintaining composure.
Ability to analyze problems, identify workable solutions, and select the appropriate course of action in an unbiased manner.
Advanced customer service skills.
Strong math and analytical skills.
Ability to collaborate with peers and management in a professional manner.
Ability to demonstrate initiative, diligence and strong organizational skills.
Strong written and verbal communication.

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financial services jobs in algona, ia

Trust Assistant

Financial Advisor

Insurance and Financial Services Position - State Farm Agent Team Member

Relationship Manager – Private Wealth & Tax Solutions

Controller(DC, NetSuite, Financial Services)

Empower Financial Planner

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