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Job Description
Overview
Central Trust Company provides world class fee-only wealth management solutions, including : investment management, fiduciary services, financial, estate and tax planning services;
all free from conflicts of interest. You can benefit and grow your business by utilizing the vast resources and platform available to our advisors.
We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back to 1902.
Job Summary
We are seeking someone that enjoys client service and participates in a team atmosphere. As an Account Associate, you will work directly with the Wealth & Trust Advisor in managing client relationships, building efficiency within existing operations, and providing top-tier client service.
To be successful in this role, you will need to be an active listener, effective communicator, people-focused, team-oriented, self-starter, and detail oriented.
Daily duties include administrative support : monitoring and scheduling client review meetings, preparing essential paperwork for client transactions, processing client requests, account research to solve problems, facilitate and following through with actionable solutions.
The ability to organize, prioritize, and manage multiple tasks, often under strict deadlines, frequent interruptions, and changing priorities.
Job Duties
Requirements
Qualifications
Excellent communication, customer service and organizational skills
Attention to detail, aptitude with numbers and proficient organizational skills critical
Ability to read and interpret operating instructions and policy and procedure manuals
Ability to speak effectively with clients and employees
Capable of drafting grammatically correct correspondence
Working knowledge of Microsoft Office, specifically Word and Excel
Ability to use initiative, work independently, perform multiple tasks and meet deadlines simultaneously
Last updated : 2024-04-27
Full Time
Lending & Credit
$65k-83k (estimate)
04/29/2024
05/05/2024
centralbankonline.com
ANKENY, IA
25 - 50
1877
KEVIN KELLY
$5M - $10M
Lending & Credit
Chartered in 1877, Central Bank has a solid history of providing customers with financial solutions and a strong commitment to serving their communities. Central Bank believes in supporting local organizations and their employees embrace this philosophy by donating their time and talents. From traditional and business banking services to home loans, trust and insurance services, Central Bank is your complete financial resource. Visit centralbankonline.com for more information. Member FDIC.
The job skills required for Trust associate include Wealth Management, Client Relationship, Financial Services, Investment Management, Microsoft Office, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust associate positions, which can be used as a reference in future career path planning. As a Trust associate, it can be promoted into senior positions as a Trust Officer III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust associate. You can explore the career advancement for a Trust associate below and select your interested title to get hiring information.