Trust Administrator Jobs in Iowa
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Demographic Data for Iowa
Moving to Iowa? Find some basic demographic data about Iowa below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Iowa
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Iowa offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Know Your Customer
- Account Maintenance
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Wealth Management
- Valuation
- Investment Banking
- Investment Management
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Closing
- Accounts Payable
- Business Development
- Process Improvement
- Analytical Skills
- Accounting
- Decision Making
- Documentation
- Bachelor's Degree
- Filing
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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