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Trust Associate Jobs in Iowa (NOW HIRING)

CBI Bank & Trust

Trust Operations Associate

Muscatine, IA · On-site

$18.50 - $20/hr

Trust Operations Associate Muscatine, IA Description * Responsible for securities processing, posting, proofing, and reconciliation of trust receipts and payments. * Processes client distributions ...

UMB Financial Corporation

Trust Officer

Dubuque, IA · On-site

$81K - $120K/yr

As a Trust Officer at UMB you will build long-term client relationships and enhance existing ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer

Dubuque, IA · On-site

$81K - $120K/yr

As a Trust Officer at UMB you will build long-term client relationships and enhance existing ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Iowa State Bank

Trust Assistant

Algona, IA · On-site

$48K - $52K/yr

Responsible for supporting the administrative needs of the Trust Department, duties of the Trust ... An Associate's Degree in Business is required. Will consider experience in lieu of education. Three ...

Iowa State Bank

Trust Assistant

Algona, IA

$48K - $52K/yr

Responsible for supporting the administrative needs of the Trust Department, duties of the Trust ... An Associate's Degree in Business is required. Will consider experience in lieu of education. Three ...

Iowa State Bank

Trust Assistant

Algona, IA

$48K - $52K/yr

Description Responsible for supporting the administrative needs of the Trust Department, duties of ... Requirements An Associate's Degree in Business is required. Will consider experience in lieu of ...

Iowa State Bank

Trust Assistant

Algona, IA

$48K - $52K/yr

Responsible for supporting the administrative needs of the Trust Department, duties of the Trust ... An Associate's Degree in Business is required. Will consider experience in lieu of education. Three ...

Iowa State Bank

Trust Assistant

Algona, IA · On-site

Responsible for supporting the administrative needs of the Trust Department, duties of the Trust ... An Associate's Degree in Business is required. Will consider experience in lieu of education. Three ...

UMB Financial

Trust Officer Sr

Dubuque, IA · On-site

$91K - $196K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Iowa State Bank

Trust Assistant

Algona, IA · On-site

$48K - $52K/yr

Job Type Full-time Description Responsible for supporting the administrative needs of the Trust ... Requirements An Associate's Degree in Business is required. Will consider experience in lieu of ...

UMB Financial

Trust Officer Sr

Dubuque, IA · On-site

$117K - $173K/yr

Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Sales Advisor

Dubuque, IA · On-site

$110K - $235K/yr

... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ... Expect more trust. We want you to do the right thing, no matter what. And, expect more ...

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All JobsTrust Associate JobsTrust Associate Jobs in Iowa

Trust Associate information

See Iowa salary details

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$18

$31

How much do trust associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for trust associate in Iowa is $18.66, according to ZipRecruiter salary data. Most workers in this role earn between $13.99 and $19.42 per hour, depending on experience, location, and employer.

What is the difference between Trust Associate vs Trust Analyst?

AspectTrust AssociateTrust Analyst
CredentialsTypically requires a bachelor's degree in finance, accounting, or related fieldUsually requires a bachelor's degree, often with additional certifications like CFA or CPA
Work EnvironmentBanking or trust company setting, client-facing rolesFinancial institutions, investment firms, focusing on analysis and reporting
Employer & Industry UsageCommon in trust departments of banks and financial servicesFound in asset management firms, banks, and trust companies
Search & Comparison IntentPeople comparing entry-level trust rolesIndividuals seeking detailed analysis or reporting positions

Trust Associates typically handle client onboarding, account management, and administrative tasks within trust departments. Trust Analysts focus more on financial analysis, reporting, and investment research related to trusts. While both roles require similar educational backgrounds, Trust Analysts often have additional certifications and a stronger emphasis on financial analysis skills.

What are the key skills and qualifications needed to thrive as a trust associate, and why are they important?

To thrive as a Trust Associate, you need a solid understanding of trust administration, financial principles, and relevant legal regulations, often supported by a degree in finance, business, or law. Familiarity with fiduciary accounting software, trust management platforms, and knowledge of industry certifications such as CTFA are commonly required. Strong attention to detail, discretion, and effective communication skills help build client trust and ensure accurate management of sensitive information. These competencies are crucial for safeguarding client assets, maintaining compliance, and delivering high-quality service in trust administration.

What is a trust associate?

Trust Associates are professionals who assist in the administration and management of trusts, estates, and fiduciary accounts. They typically work at banks, trust companies, or law firms, supporting trust officers in tasks such as opening accounts, maintaining records, processing transactions, and ensuring compliance with legal and regulatory requirements. Trust Associates also communicate with clients, beneficiaries, and other stakeholders, helping to coordinate the distribution of assets and resolve related inquiries. Their work is essential in ensuring that trusts are managed efficiently and according to the wishes of the grantor.

What are some typical challenges a trust associate may face in managing client accounts?

A Trust Associate often manages multiple client accounts simultaneously, which can present challenges in balancing attention to detail with timely execution of tasks. Common hurdles include navigating complex legal and regulatory requirements, coordinating with internal teams such as legal, tax, and investment professionals, and responding promptly to client inquiries. Staying organized and maintaining clear communication are crucial for ensuring fiduciary responsibilities are met and for building strong client relationships. Over time, these challenges help Trust Associates develop a comprehensive understanding of wealth management and estate planning.
What are the most commonly searched types of Trust jobs in Iowa? The most popular types of Trust jobs in Iowa are:
What are popular job titles related to Trust Associate jobs in Iowa? For Trust Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Trust Associate jobs in Iowa look for? The top searched job categories for Trust Associate jobs in Iowa are:
What cities in Iowa are hiring for Trust Associate jobs? Cities in Iowa with the most Trust Associate job openings:
Trust Associate jobs near you
Infographic showing various Trust Associate job openings in Iowa as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $38,817 per year, or $18.7 per hour.

Trust Operations Associate

CBI Bank & Trust

Muscatine, IA • On-site

$18.50 - $20/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 9 days ago

Job description

Description:Trust Operations Associate

Muscatine, IA

Description
  • Responsible for securities processing, posting, proofing, and reconciliation of trust receipts and payments.
  • Processes client distributions through checks, ach, wires, internal transfers and other means.
  • Opens and closes accounts, as directed.
  • Coordinates account transfers from outside custodians.
  • Coordinates the class action distributions.
  • Handles the transfers of data files to vendors.
  • Settles trades and posts income.
  • Assists in preparation of TIC and TC reports.
  • Prepares monthly board reports.
  • Assists Trust Administrators on court reports.
  • Performs reconciling of accounts.
  • Prepares daily transactions and edit reviews.
  • Generates client statements and prepares for delivery.
  • Assist clients with online account access through the trust client portal.
  • Acts as a liaison with other departments, such as operations or information systems, with respect to schedules and procedures.
  • Ensures appropriate documentation is received and filed.
  • Provides for the proper preparation, maintenance, and security of all trust records, files, negotiable instruments, and documents.
  • Personally investigates and resolves problematic situations and operational discrepancies.
  • Tracks department fees.
  • Handles the ongoing preparation and recording of tax records so they are accurate for clients and their tax preparation needs.
Requirements
  • High School Diploma or its equivalent.
  • Strong computer and typing skills, including proficiency with Microsoft Office applications (Word, Excel, Outlook, etc).
  • Proficient math skills; calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measurement; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
  • Strong oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
  • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
  • Excellent organizational and time management skills.
  • Ability to work with limited supervision while performing duties.

Employee Benefits:

  • In addition to competitive pay, we offer Paid Time Off, 401(k), an Employee Assistance Program, and on the job training opportunities. Full-time and part-time associates are offered a comprehensive benefit package including medical, dental, vision and more!
  • We are an equal employment opportunity employer. The Company's policy is not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, veteran or uniformed service-member status, genetic information, or any other basis protected by applicable federal, state, or local laws.
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