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Administrative Assistant Jobs in Iowa

Wealth Management Assistant

SNB Career

  • Sioux City, Iowa
  • 30+ days ago

    Highlights

    These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. As a Wealth Management Assistant, you’ll play an important role in supporting that work partnering with Wealth Management Advisors to manage client accounts, ensure accuracy, and deliver a high level of service.

    Numbers & Facts

    LocationSioux City, Iowa
    Websitehttp://www.snbonline.com/apply

    Description

    YOUR OPPORTUNITY: WEALTH MANAGEMENT ASSISTANT

    Our Wealth Management team helps clients protect what matters most. As a Wealth Management Assistant, you’ll play an important role in supporting that work partnering with Wealth Management Advisors to manage client accounts, ensure accuracy, and deliver a high level of service. You’ll be part of a collaborative team, handling a wide range of responsibilities that require attention to detail, organization, and follow-through.

     

    WHAT YOU’LL DO

    Support Client Relationships & Service

    • Maintain confidentiality while delivering a high level of professionalism
    • Support client service needs, including account updates, bill pay, and disbursements
    • Assist with client communication and correspondence

    Manage Account Administration

    • Open and close trust accounts and ensure proper asset registration and distribution
    • Support administration of trusts, estates, agencies, custodial, IRA, and pension accounts
    • Assist with probate and estate processes, including asset inventory, appraisals, and annual reviews
    • Partner with Investment Services on account updates and rebalancing

    Keep Operations Running Smoothly

    • Process account activity and maintain accurate documentation
    • Assist with residence visits and provide backup support to Advisors
    • Handle daily operational tasks and additional administrative responsibilities as needed

     

    WHAT MAKES YOU A GREAT FIT

    You’ll be successful in this role if you bring a strong mix of attention to detail, organization, and a proactive approach:

    • High school diploma or equivalent
    • Minimum of 2 years of professional office experience
    • Strong attention to detail with a high level of accuracy
    • Excellent communication skills and a professional, service-oriented approach
    • Ability to manage multiple priorities, meet deadlines, and stay organized
    • Comfort working across multiple systems, including Microsoft Word and Excel
    • Strong problem-solving and analytical skills
    • Team-oriented mindset with the ability to collaborate across departments
    • Self-motivated with the ability to follow through independently

     

    WHY SECURITY NATIONAL BANK?

    At Security National Bank, we believe wealth management is about more than financial accounts. It's about helping individuals and families protect their legacy and plan confidently for the future. As a family-owned community bank with a long-standing commitment to personalized service, we build meaningful relationships with our clients and each other.

    When you join our Wealth Management team, you'll work alongside experienced professionals in a collaborative environment where your contributions matter. You'll have the opportunity to expand your knowledge, take ownership of important responsibilities, and make a direct impact on the clients and communities we serve. If you're detail-oriented, service-focused, and looking for a rewarding career with a trusted local institution, Security National Bank is the place for you.

     

    HOURS:

    Regular business hours, Monday through Friday.

     

    BENEFITS:

    We offer a comprehensive benefit package to our employees including medical, dental, vision, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

     

    ABOUT SECURITY NATIONAL BANK:

    Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection.  These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank.  We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain.  To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

    Security National Bank is an Equal Opportunity, Affirmative Action Employer.  Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

     

    LEARN MORE:

    https://www.snbonline.com/mattertoday

     

    LOCATION:

    Sioux City, IA

    Main Bank

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