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Hybrid Trust Policy & Client Reporting Associate

Job in Cedar Falls, Black Hawk County, Iowa, 50613, USA
Listing for: Longevity Holdings, Inc.
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A growing finance company in Cedar Falls is hiring an Associate Trust Account Specialist to manage life insurance policies and support the Trust team. This entry-level role involves preparing policy review documents, maintaining client relationships, and ensuring accurate reporting. Candidates should have an Associate's degree or equivalent experience, strong interpersonal skills, and proficiency with Microsoft Office. Flexibility and a willingness to learn are essential to succeed in this dynamic work environment.
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Position Requirements
10+ Years work experience
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