Fiduciary Administration Officer

Overview:

This position provides administrative assistance for all 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 strong back up to Trust Officers in areas of client service and interaction by serving as additional point of contact for clients, beneficiaries, attorneys, and other related parties.
• Assists Trust Officers with account management in a variety of capacities and helps facilitate business development efforts.
• Reviews and processes incoming client correspondence and mail related to client accounts.
• Handles communication and documentation related to client accounts.
• Responds to requests and questions from clients and co-workers in a timely, efficient, and professional manner.
• Participates in client meetings and meets with clients on own
• Maintains familiarity with client account histories and objectives.
• Reviews and approves expenditures and bills related to client accounts.
• Completes new account and closing of account paperwork.
• Works to solve various problems with accounts in coordination with the operations or administrative staff.
• Attends, and may participate in special bank functions or programs.
• Serves as a member of the Trust Committee and any additional assigned committee roles.
• Maintains ongoing knowledge of trust administration support including trust accounting system, and trust department and bank wide policies and procedures.

Qualifications:

• Bachelor’s degree or equivalent combination of post high school education and related work experience.
• One to three years trust administration and /or related work experience.

Compensation: Hiring Pay Range: $55,000 to $85,000 The starting pay range for this position is commensurate with experience. The compensation offered to a candidate may be influenced by a variety of factors including skills, qualifications, experience, and location. MidWestOne Bank offers a competitive benefits package, including but not limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurances, parental leave, and student loan reduction. The Perks!: