Wealth & Trust Operations Specialist
Job in
Storm Lake, Buena Vista County, Iowa, 50588, USA
Listed on 2026-07-31
Listing for:
US Lawns
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Citizens First National Bank in Storm Lake, IA, is seeking a Trust Operations Specialist to join our fast-paced Wealth Management division. The role handles daily transactions, posting, asset coordination, tax estimates, and reporting with high accuracy and strong customer service.
Responsibilities include balancing assets, preparing financial reports, onboarding or transferring assets, tax filings, and staff training while maintaining compliance and timely delivery of services.
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