What are the responsibilities and job description for the Personal Trust Assistant position at Security National Bank?
Are you looking for a position with a company where you can make a difference?
At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life’s interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we’d like you to advance your career with us at SNB.
Wealth Management is not about the money our clients have. It is about taking care of the things that matter. Our client’s legacies are a reflection of their plans, dreams, and hard work. Our Trust Professionals listen. And then they help our clients get to where they want to go, because it matters.
As a Trust Professional, you will collaborate with a team of Trust Advisors and Administrators in the management of fiduciary accounts. Assisting in the daily management of the trust accounts in accordance with the Bank's fiduciary responsibilities as trustee and executor. You will perform diverse functions requiring confidentiality, initiative, thoughtfulness, and follow-through.
The primary responsibility of the Trust Assistant is to provide support behind the scenes assisting Advisors with account management in the area of trusts, estates, agencies, custodial or IRA’s, and pension accounts. We are searching for an individual who possesses strong values, a great work ethic, attention to detail, and confidence.
JOB DESCRIPTION:
- Maintain a high level of confidentiality.
- Support the Banks strong everything matters culture through on-going customer contact, quality customer service, and superior product knowledge.
- Open and close Personal Trust customer accounts. Ensure customer assets are registered and distributed accurately.
- Customer bill-paying and process requested disbursements.
- Account administration including correspondence along with fee and investment reviews.
- Move assets, update their status, and assist Investment Services in rebalancing accounts.
- Assist advisors in customer residence visits.
- Provide primary assistance regarding administration of probate/estates including inventory of estate assets, obtaining appraisals, and annual reviews.
- Backup to Advisors on phone calls and other administrative duties as assigned.
Required for this position: Excellent customer service and problem resolution skills. Excellent attention to detail, ability to identify missing items, advanced organizational skills, ability to work under deadlines, independent thinking, the ability to visualize cause and affect relationships of data and documents, analytical skills, clear and concise reporting, self-motivation, strong oral and written communication skills, demonstrated teamwork.
EDUCATION AND EXPERIENCE:
- High school diploma or equivalent
- 2 years professional office experience
- Accuracy and meticulous attention to detail required
- Excellent oral, written, and interpersonal communication skills
- Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel
- Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
- Team-oriented and the ability to work collaboratively across all levels of the organization
- Service-oriented, polite, and respectful
- Advanced problem-solving and analytical skills
- Ability to take direction and instruction and follow through independently until project completion
HOURS:
Regular business hours, Monday through Friday.
BENEFITS:
We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
ABOUT SECURITY NATIONAL BANK:
Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.
Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.
LEARN MORE:
https://www.snbonline.com/mattertoday
LOCATION:
Sioux City, IA
Main Bank
Experience
Preferred- 2 year(s): Professional office experience
Education
Preferred- High School or better
Skills
Preferred- Wealth Management
- Trust Operations
- Telephone
- Problem Solving
- Self-motivated
- Microsoft Office
- Image scanning
- Honesty
- Financial Planning
- Filing
- Customer Service
- Computer
- Communication
- Banking
- Accuracy
- Account administration
Behaviors
Preferred- Team Player: Works well as a member of a group
- Loyal: Shows firm and constant support to a cause
- Enthusiastic: Shows intense and eager enjoyment and interest
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
Preferred- Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
- Self-Starter: Inspired to perform without outside help
- Job Security: Inspired to perform well by the knowledge that your job is safe
- Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
- Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
