Iowa State Savings Bank is seeking an attorney to join our team and serve as Trust Officer and Internal Legal Counsel. This position will manage the professional administration of fiduciary accounts, including but not limited to probate administration, trust administration, and conservatorships. Our Trust Officer(s) consult with existing clients and prospects, along with their personal attorney(s) and tax professional(s) regarding their estate planning. Preferred candidates should be willing to work with team members to drive business development efforts and provide internal counsel to the bank.
This role requires knowledge in Iowa probate & trust law, estate planning, and fiduciary duties.
Essential Duties:
Serve as a primary advisor for trust and fiduciary accounts, managing all aspects of client relationships.
Provide guidance on complex trust structures, estate planning, and wealth management strategies.
Coordinate with out-side legal, tax, and financial professionals to assist their work designing trusts, wills, powers of attorney and similar wealth and legacy planning.
Serve in a fiduciary role and ensure department actions adhere to applicable laws, regulations, and best practices.
Identify, develop, and secure new trust and wealth management relationships while cultivating referral sources.
Work closely with our in-network portfolio managers to review account investments and communicate investment recommendations to clients.
Provide written and verbal presentations to our Trust Investment Committee, Trust Investment Group, and Board of Directors.
Protect ISSB’s business interests by reviewing, advising, and responding to legal documents pertaining to the bank and/or financial accounts, products, and services.
Oversee pending matters with outside legal counsel to ensure continued progress and to discuss potential further actions.
Preparation of legal documents exclusively for ISSB’s benefit, internal bank litigation, and some collection matters.
Promote the bank through community involvement and leadership.
Hours:
Monday - Friday, 8:00 AM to 4:30 PM, work outside of these hours may be required.
Benefit Package:
We offer competitive pay, affordable benefits, and generous paid time off. Our benefit package includes:
Medical, Dental and Vision Insurance
Health FSA Plan
Dependent Care FSA Plan
401K with employer match
Employee Service and Retirement Awards
Paid Time Off
11 Holidays
Life Insurance
Short & Long-Term Disability
Accident, Critical Illness, and Hospital Indemnity Coverage
Employee Assistance Program
Bereavement Leave
Professional Dues Reimbursements
CLE Benefit
Tuition Reimbursement Benefit
Bank Performance Award
Banking Services Benefit
Employee Referral Program
Mileage Reimbursement
At Iowa State Savings Bank, we see every day as a chance to create a positive impact. We believe in creating meaningful partnerships with employees, customers, and our communities to achieve financial success. We are passionate about our values centered on stability, continuous improvement, respect, relationships first, and make things better. We're here to make a difference every day.
Requirements:
Juris Doctor degree with an active license to practice law in the State of Iowa required.
Strong working knowledge of probate, trust, tax, investments, and estate planning.
Iowa State Savings Bank has been a trusted community bank in Southwest Iowa since 1883. We have a rich history, dedicated to building lasting relationships and empowering our clients to achieve financial success. As a full-service financial institution, we provide personalized trust and legal services with a focus on professionalism and community impact.