Trust Relationship Officer
Can be located primarily in Maquoketa, IA or Marion, IA.
To apply for this position, go to our website Ohnward Bancshares, Inc.
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Do you love being where the action is? Enjoy meeting new people and working in your community? Then we have the job for you! We are looking for employees ready for fun and getting the job done. We have the best customers and coworkers around that feel more like family and friends, and where fun just never ends! We look for can-do attitudes and willing to learn. Come be a part of a great company!!
POSITION SUMMARY
The Trust Relationship Officer is responsible for managing client relationships to perform activities relative to our role as trustee, agent and/or custodian. The Trust Relationship Officer helps clients define their needs, goals, and objectives. Assist with the development of a personalized Wealth Management Plan at the onset of the relationship as well as development of ongoing strategies to achieve the client's near-term goals and ultimate legacy plan objectives.
KEY ORGANIZATIONAL RELATIONSHIPS
- Reports to Sr. VP Trust Officer.
- Works closely with Trust Department team, clients, vendors.
DUTIES AND RESPONSIBILITIES
Essential Duties and Responsibilities
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Client Service:
- Responsible for proactive client contact providing "high touch" communication and service to clients.
- Oversight and monitoring of all account activity including the investment policy statement, the process of transferring funds, securities, and other assets.
- Coordinates all aspects involved with creating wealth management plans for prospective clients, managing client portfolios, including executing trades, maintaining investment action plans, monitoring, creatively implement and execute new investment strategies, robust risk mitigation approaches and process improvements in conjunction with the Investment Managers, conducting investment reviews, and documenting account activities and client interaction.
- Meet with clients to review investment performance and partner with Investment Managers to understand market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
New Business Development: Generate new opportunities across lines of business through direct contact with existing clients, prospects, and referral sources as well as actively participate in sales team meetings and event-driven marketing activities.
Fiduciary Excellence: Act in a fiduciary capacity to perform activities relative to the administration of trusts under the terms of the governing trust documents. Ensures that the fiduciary judgment is followed in investing trust assets in income producing securities following investment guidelines of trust. Works with investment analysts to select the most appropriate investments according to long-term financial goals desired for the best interests of beneficiaries.
Support Team Members: Work closely with Investment Managers and team members to support clients' needs.
Performs other duties as assigned.
SKILLS AND ABILITIES
To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
- Sound judgment, ethics and decision making skills.
- A wide degree of creativity and latitude is expected.
- Understanding bank loans, fixed income securities and securitized trust.
- Good training techniques and familiarity with financial institution products.
- Problem solving, analytical skills and attention to detail.
- Exceptional interpersonal skills. Excellent communication skills to include oral and written communication skills.
- Knowledge of Trust & Estate Planning, Tax Planning and Investment Management Principles. Knowledge of Trust Operations and administration.
- Ability to manage and communicate with high net-worth (HNW) multi-generational clients
EDUCATION AND EXPERIENCE
- Bachelor's Degree and minimum 3 years' experience in money management, estate planning, trust administration, and client service, or equivalent education and experience.
- Experience with client support/wealth management/trust administration.
- Sales experience in a service-related field
BENEFITS
Stakeholder Bonus
Health Insurance
Dental Insurance
Retirement Plan (401k) 3% Safe Harbor Contribution + Discretionary Contribution
10 Observed Holidays
PTO
Group Term Life provided
Short Term Disability - 100% provided by company
Long Term Disability
Maternity/Paternity Leave 100% of pay
Community Involvement
Pay-It-Ohnward Company Giving Program
Grilling for Charity Community Donations
Thank God Its Monday (TGIM) Company Event
To apply for this position, go to our website Ohnward Bancshares, Inc.
- About Us
- Careers
- Apply Now
Equal Opportunity Employer
