Senior Wealth Administration Specialist - Cedar Rapids, IA

Your Next Chapter Starts Here: Join the team at Cedar Rapids Bank and Trust!

Cedar Rapids Bank and Trust is seeking a dedicated Senior Wealth Administration Specialist to join its dynamic office in Cedar Rapids, IA.


The Senior Wealth Administration Specialist is responsible for supporting officers in the administration of trusts and other related financial matters. The role requires clerical, organizational, and communication skills to ensure the smooth delivery of wealth management services.


What CRBT Offers :
• Health, dental, vision, and life insurance to keep you covered affordably
• A 401(k) plan with profit-sharing to help secure your future
• A 30-day paid sabbatical to celebrate your 10th, 18th, and 25th anniversaries with CRBT
• Generous time off including your birthday and the day before your wedding
• Employee stock purchase plan and employee stock option plan to share in the success
• Lucrative annual bonus potential to celebrate your personal success

Job Responsibilities :
• Support trust officers in the day-to-day management of client accounts, ensuring a high level of service accuracy
• Prepare and process trust-related documents, transactions, distributions, and reports in a timely manner
• Serve as point of contact for client inquiries, providing support on personal and financial matters
• Maintain accurate records and ensure compliance with all trust regulations, policies and legal requirements
• Coordinate account activities, including scheduling meetings, managing calendars, and assist with account reviews

Job Qualifications :
• High school diploma/GED required; college degree preferred
• 2+ years of administrative assistance experience
• 2+ financial services or trust operations experience
• Banking and/or financial industry experience preferred


Take the next step in your career-apply now and grow with us!


We are an Equal Employment Opportunity employer. All employment decisions, including hiring, promotion, compensation, training, and other terms of employment, are made based on qualifications, abilities, and performance, without regard to membership of a protected class and in compliance of federal, state, and/or local laws.