Trust & Wealth Assistant I

First Citizens Bank (Iowa)•Mason City, IA

5d•Onsite

About The Position

We believe solid planning requires special expertise and a team approach. Our team includes individuals with financial planning, investment management, tax and legal expertise, dedicated to collaborating with our clients to plan, grow and protect legacies across generations. The Trust & Wealth Assistant I ensures accurate, efficient, and timely processing of activities by planning, scheduling, and communicating, while consistently upholding First Citizens’ Wealth Management client service standards. This role supports assigned Officers' client accounts within a team. The Trust & Wealth Assistant I manages daily tasks for specific Officer(s) but is also cross-trained to back up all client-facing Officers in the Wealth Management Department, ensuring consistent service and client experience.

Requirements

Skill in performing basic mathematical principles (such as addition, subtraction, multiplication, division, decimals) in account transactions.
Experience in advanced use of Microsoft Outlook, Word, and Excel.
Skill in working with the public, presenting a professional image of First Citizens, and servicing prospective and current customer inquiries, requests, and complaints.

Nice To Haves

Associate degree preferred.
Work experience with a trust department, investment firm, brokerage firm, community bank, financial services company, law firm, or other professional environment performing administrative functions, including customer contact, preferred.
Office 365 and CRM system experienced preferred.

Responsibilities

Provides administrative support to assigned Trust and/or Wealth Officer(s), including correspondence, scheduling, meeting preparation, documentation, and follow‑up activities.
Coordinates with Investment Management and Operations teams to process transactions initiated by Officers, including deposits, payments, transfers, distributions, paperwork, and client requests.
Initiates and completes workflows in CRM and other systems to ensure adherence to service standards.
Maintains accurate electronic files in CRM and SharePoint, proactively addressing documentation gaps including monitoring follow up activities.
Prepares account opening, maintenance, and closing documentation, including required checklists and signature processes.
Assists with preparation of materials for client meetings, annual reviews, hearings, and committee presentations, as applicable based on team assignment.
Provides backup assistance to other Officers and teams when necessary to ensure deadlines are met and service standards are maintained.
Anticipates needs of assigned Officer(s) proactively communicating and addressing any issues that may impact ability to serve clients well.
Communicates effectively with assigned Officer(s) and Supervisor to ensure organization and prioritization of a multitude of daily tasks ensuring deadlines are met and everything needed for smooth internal operations is at hand.
Monitors transactions for assigned Officers, ensuring prompt approval and execution.
Communicates professionally with third parties through telephone, mail, email, and face-to-face interactions.
Communicates professionally with clients in accordance with service standards.
Documents client interactions accurately and escalates issues appropriately.
Coordinates with other areas of the Bank to ensure a positive client experience.
Greets clients and supports reception and shared support team responsibilities as assigned.
Maintains a clean, confidential, and welcoming office environment.
Ensures compliance with all applicable laws, regulations, and internal policies.
Maintains confidentiality of client and Bank information.
Completes required training and identifies additional training needs.
Follows Wealth Management policies and procedures and routes compliance issues to assigned Officer or Supervisor as needed for resolution.
Supports compliance, audits, and examination requests by gathering requested documentation.
Supports the team effort by providing back-up during absences or increased workloads as well as performing other duties and special projects as assigned.
Contributes to Wealth Management Department efforts by accomplishing related results as needed.
Participates in departmental projects and process improvement initiatives.
Adapts to changing situations and priorities to ensure the success of the Department.