Overview

At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care.

The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.

Provides administrative assistance for trust officers in various capacities, including administration of personal trust, agency, conservatorship, estates and IRA accounts. Communicates directly with clients regarding account matters and client inquiries. Participates in client meetings and independently handles designated client matters.

Responsibilities

• Works with and provides back up to Trust Officers and Administration Officers in areas of client service
• Assists department with account management in a variety of capacities.
• Reviews and processes incoming client correspondence and mail related to client accounts.
• Assists with client list management and department outreach efforts such as client mailings, etc.
• Handles some communication and documentation related to client accounts.
• Responds to requests and questions from clients and co-workers in a timely, efficient and professional manner.
• Develops familiarity with client account histories and objectives.
• Reviews and approves expenditures and bills related to client accounts.
• Works to solve various problems with accounts in coordination with the operations or administrative staff.
• Maintains knowledge of trust administration support including trust accounting system, and trust department and bank wide policies and procedures.
• Other duties may be assigned

The Perks!

• Competitive base compensation with additional performance-based incentives/bonus potential (incentives and bonus will vary depending on role)
• Career growth opportunities
• Continuous learning opportunities
• 401(k) Retirement Plan with company match with immediate vesting
• Employee Stock Ownership Plan
• Employer provided group life insurance with option to purchase additional life insurance for you and your family members
• Employer provided long term and short term disability insurance
• Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more!
• Medical, Dental, and Vision insurance
• Flex spending plan & Health savings accounts
• Additional Insurance options to meet your personal needs: Pet Insurance and Critical Illness and Accident insurance
• Student Loan Debt Reduction Program & Tuition Assistance Plan
• Wellness Program
• Free banking services and other financial services discounts
• Take Your Dog to Work Day in June
• Employee Rally Day- a day of celebration and recognition!

Qualifications

• Bachelors Degree required, specifically concerning business related coursework or a combination of education and related experience
• Some background in trust is Ideal (0 – 2 years)
• An additional 1-3 years of related office, investment, trust or financial institution experience, required.

We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.