Top 7 Finance operations occupations Jobs in Storm Lake, Ia

Trust Operations Specialist
Citizens 1st National Bank —Storm Lake, IA
- Office
- Communication skills
- Banking
- Retirement plan
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Trust Operations Specialist

Citizens 1st National Bank -
Storm Lake, IA

Quick Apply

Job Details

Permanent

Benefits

Retirement plan

Qualifications

Financial transaction processing
Phone communication
Investment operations
Greeting customers
Financial performance report preparation
Trust administration
Bookkeeping for tax purposes
Financial record maintenance
Staff training
Daily transaction recording
Communication skills
Banking
Corporate actions support
Entry level
Journal entry management in accounting
Client interaction via phone calls

Full Job Description

Job Description

Citizens 1st National Bank is looking for a Trust Operations Specialist to join our fast-paced, diversified, and growing wealth management department. The Trust Operations Specialist is responsible for the daily routine work of the bank's Trust & Wealth Management division and should possess strong organizational and problem-solving skills. This position requires extreme attention to detail and accuracy. Success in this role requires strong customer service skills and exceptional communication skills. Knowledge of individual and small business retirement plans, taxation, and a general understanding of investments is helpful.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Input of dividends and interest payments, as well as, newly purchased securities.
Posting daily transactions for all types of Trust accounts including retirement and farm management.
Balancing assets and preparing financial reports.
Record debit and credit transactions and understand general ledger entries.
Coordinate onboarding or transfer of assets.
Ensure tax estimates are paid and all tax filings are complete in the appropriate timeframe.
Answer phone calls and greet customers.
Meet and greet customers.
Assist in training new employees to ensure policies and procedures are being followed.

Company Description

Citizens First National Bank is a medium-sized, family-owned community bank located in Storm Lake, Iowa. Chartered in 1902, the bank is still managed by members of the founding family. For more than a century, we have been committed to relationship-based banking that serves our customers, our employees, and our community.

We value hard work and personal responsibility, and we believe family life is as important as work life. We believe good business is built on sincere, long-lasting relationships that benefit our organization, our customers, and the communities we serve.

Benefits

We offer a first-rate benefits package, including a 100% employer-funded retirement plan.

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finance operations occupations jobs in storm lake, ia

Trust Operations Specialist

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