Now Hiring - Northwest Bank & Trust Company - Estate Administration Relationship Manager in Davenport, IA

Northwest Bank & Trust Company Investment Management Group is looking for an Estate Administration Relationship Manager.

In this position, you will work alongside the rest of the team to manage the estate planning wishes of our clients. This is a great opportunity to learn the estate planning industry without the pressure of being a salesperson.

Responsibilities would include effectively and swiftly executing the estate and trust administration process, establishing a clear line of communication with beneficiaries, and assisting in ongoing communications and management for relationships such as Irrevocable Trusts and Charitable Trusts.

To be successful in this position you should have:

• Strong desire to learn and grow
• Excellent interpersonal and organizational skills

• Excellent organizational skills and attention to detail
• Strong analytical and problem-solving skills
• Ability to multi-task in a fast paced environment
• A desire to be in an organization committed to excellent customer experiences.

Education or Work Related:

• Associate Degree or equivalent experience in related fields including estate administration, legal office, investments, banking or accounting.

We will provide:

• An outstanding working environment with a great team
• Excellent pay and benefits
• Ongoing training
• A commitment to helping you be successful

If you are the person we’ve described above, we want to meet you. Why join us?

Over 50 years ago, our department was founded with the mindset of offering investment and estate services as a fiduciary. By definition a fiduciary is bound, by law, to go above and beyond the “Suitability Standards” placed on much of the investment industry. Fiduciaries are required to put the best interest of their clients ahead of their own and we bring this level of integrity to our clients each and every day. This is the way we have conducted our business for over 50 years and we are excited for what the next 50 years will bring. WE ARE LOOKING FOR SOMEONE WITH A SIMILAR MINDSET TO FILL THIS ROLE.

Our clients currently entrust us with over $420 million in assets and maintain an average household balance in excess of $1million . We value excellent experiences for both our customers and our employees, and know that every person working here is important to our success. Because of that, we encourage their ideas, celebrate their achievements and promote their development.

Northwest Bank & Trust is a community bank with an entrepreneurial spirit. We are constantly looking for ways to build on our success which means we are not afraid to think outside the box and do things differently. That’s why we assembled a team of leading local tax & accounting firms with over 300 years of total experience, and combined them with our expertise in banking and wealth management – to provide a truly complete financial services platform for our clients.

We will provide you a working environment where you will understand why what you do matters. You will know how you are contributing to the overall success of our organization and will share in the pride of our accomplishments. Plus ... we have great benefits including a choice of Health and Dental plans, Long Term Disability and Life Insurance, a 401(k) with an employer match (both Traditional and Roth options), and the option to work partially remotely.

Northwest Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.