Responsibilities would include analyzing and interpreting trust and other legal documents to ensure proper administration of accounts, executing comprehensive management and administration of various accounts on behalf of clients, collaborating with attorneys and CPAs of clients on behalf of mutual clients as needed, and managing the administration of specialty assets such as real estate and mineral rights. A Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience is a prerequisite. A minimum of 2 years of prior experience in trust administration and a minimum of 1 year of prior experience in legal, trust accounting, or CPA is preferred.
Benefits include health, dental, vision, and disability insurance, 401(k), FLEX, and paid PTO and holidays.
Please send your resume to naomi@heartlandtrust.com. EOE