Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Major Functions:
Promote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and trust accounts.
Essential Duties:
Wealth Advisor
Growth and Retention of Financial Management & Trust Services
Additional Responsibilities:
Requirements:
Education & Experience
Knowledge, Skills & Abilities:
Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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