Opportunity Description
Trust Officer
Waverly, IA
Description
Are you passionate about helping others secure their financial legacy?
Do you thrive in a role that blends trust administration, relationship building, and business development?
Join our growing Fidelity Bank & Trust Wealth Management team as aTrust Officer, in our Waverly branchand play a vital role in managing and growing our fiduciary services across Eastern Iowa.
What You’ll Do:
As a Trust Officer, you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts—ensuring all fiduciary and legal obligations are met with care and precision. You’ll be the trusted relationship manager for clients and beneficiaries, conducting regular meetings and offering expert guidance on trust matters.
In addition to administration, you’ll have the exciting opportunity to grow the department through new business development and...
Waverly, IA
Description
Are you passionate about helping others secure their financial legacy?
Do you thrive in a role that blends trust administration, relationship building, and business development?
Join our growing Fidelity Bank & Trust Wealth Management team as aTrust Officer, in our Waverly branchand play a vital role in managing and growing our fiduciary services across Eastern Iowa.
What You’ll Do:
As a Trust Officer, you will manage a diverse portfolio of IRAs, Investment Agencies, and Trust accounts—ensuring all fiduciary and legal obligations are met with care and precision. You’ll be the trusted relationship manager for clients and beneficiaries, conducting regular meetings and offering expert guidance on trust matters.
In addition to administration, you’ll have the exciting opportunity to grow the department through new business development and...
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