Cedar Rapids, IA22 days ago
Administer various wealth management accounts including Estates, Estate Agencies, Personal Trusts, Conservatorships, Insurance Trusts, Charitable and Donor Advised Trusts, all types of IRAs, Individual Portfolios and Institutional Relationships as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of trust and estate administration and estate planning. Work in conjunction with active and potential Trust and Wealth Management customers and their legal and accounting advisors to develop or improve the customer's individual and or business estate and financial planning or other trust related business.