Administrative & Client Operations Specialist (Front Office / Marketing Support)
Tower Trust & Investment Company, Davenport, Iowa, United States, 52800
Tower Trust & Investment Company – Davenport, IA
Full-time | Daytime schedule | In-office
Tower Trust & Investment Company is hiring an Administrative & Client Operations Specialist to support front office operations, client onboarding, and administrative processes in a professional fiduciary environment.
This role is ideal for someone with experience in financial services, banking, trust, legal, or professional office settings who values accuracy, confidentiality, and high-quality client service.
Job Overview The Administrative & Client Operations Specialist serves as the first point of contact for clients and visitors and provides administrative, operational, and marketing support to the firm. This position works closely with the President, Trust Officers, Portfolio Managers, and Operations team to ensure a smooth client experience and efficient office operations.
Responsibilities Front Office & Client Service
Greet clients and visitors in a professional and courteous manner
Answer and direct incoming phone calls
Respond to general client inquiries
Maintain a clean and organized reception area
Client Onboarding & Account Support
Prepare account opening and asset transfer paperwork
Communicate with outside financial institutions regarding transfers
Track onboarding progress and provide client status updatesFollow up with new clients after the first statement
Investment Review & Operations Support
Assist with the preparation of Annual Investment Review materials
Support statement processing, closed account documentation, and record retention
Produce and distribute quarterly personal trading authorization letters
Handle confidential client and firm information accurately
Administrative & Marketing Support
Provide administrative support to senior leadership and investment staff
Schedule meetings and manage calendars
Attend monthly marketing meetings and prepare meeting notes
Assist with newsletters, client events, and direct mail/email campaigns
Qualifications Required
Strong organizational and communication skills
High attention to detail and accuracy
Professional demeanor and client-service mindset
Ability to manage multiple priorities
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
Preferred
Associate’s or Bachelor’s degree, or equivalent experience
2+ years of experience in financial services, banking, trust, estate, legal, or professional office environment
Experience with client onboarding, compliance-related documentation, or marketing coordination
Why Work at Tower Trust & Investment Company? Tower Trust & Investment Company is an independent fiduciary trust company managing more than $500 million in assets under management. We serve individuals, families, and nonprofits with long-term investment and trust solutions.
We offer a stable, professional workplace with clear expectations, meaningful work, and opportunities for growth. Our team values integrity, accuracy, and respect—for our clients and for one another.
About the Team You will work alongside a small, experienced team of trust officers, portfolio managers, and operations professionals who value accuracy, collaboration, and clear communication. Our team works in a structured, professional environment where responsibilities are clearly defined and support is readily available.
New team members are given time to learn our processes and expectations. Questions are encouraged, standards are high, and follow-through matters. This role interacts regularly with senior leadership and plays an important part in supporting both clients and internal operations.
Benefits
Health and Dental Insurance
Long-Term Disability and Life Insurance
401(k) with employer match (Traditional and Roth options)
Professional development opportunities
Predictable daytime schedule with limited after-hours work
Supportive, team-oriented work environment
Tower Trust & Investment Company is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
#J-18808-Ljbffr
Full-time | Daytime schedule | In-office
Tower Trust & Investment Company is hiring an Administrative & Client Operations Specialist to support front office operations, client onboarding, and administrative processes in a professional fiduciary environment.
This role is ideal for someone with experience in financial services, banking, trust, legal, or professional office settings who values accuracy, confidentiality, and high-quality client service.
Job Overview The Administrative & Client Operations Specialist serves as the first point of contact for clients and visitors and provides administrative, operational, and marketing support to the firm. This position works closely with the President, Trust Officers, Portfolio Managers, and Operations team to ensure a smooth client experience and efficient office operations.
Responsibilities Front Office & Client Service
Greet clients and visitors in a professional and courteous manner
Answer and direct incoming phone calls
Respond to general client inquiries
Maintain a clean and organized reception area
Client Onboarding & Account Support
Prepare account opening and asset transfer paperwork
Communicate with outside financial institutions regarding transfers
Track onboarding progress and provide client status updatesFollow up with new clients after the first statement
Investment Review & Operations Support
Assist with the preparation of Annual Investment Review materials
Support statement processing, closed account documentation, and record retention
Produce and distribute quarterly personal trading authorization letters
Handle confidential client and firm information accurately
Administrative & Marketing Support
Provide administrative support to senior leadership and investment staff
Schedule meetings and manage calendars
Attend monthly marketing meetings and prepare meeting notes
Assist with newsletters, client events, and direct mail/email campaigns
Qualifications Required
Strong organizational and communication skills
High attention to detail and accuracy
Professional demeanor and client-service mindset
Ability to manage multiple priorities
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
Preferred
Associate’s or Bachelor’s degree, or equivalent experience
2+ years of experience in financial services, banking, trust, estate, legal, or professional office environment
Experience with client onboarding, compliance-related documentation, or marketing coordination
Why Work at Tower Trust & Investment Company? Tower Trust & Investment Company is an independent fiduciary trust company managing more than $500 million in assets under management. We serve individuals, families, and nonprofits with long-term investment and trust solutions.
We offer a stable, professional workplace with clear expectations, meaningful work, and opportunities for growth. Our team values integrity, accuracy, and respect—for our clients and for one another.
About the Team You will work alongside a small, experienced team of trust officers, portfolio managers, and operations professionals who value accuracy, collaboration, and clear communication. Our team works in a structured, professional environment where responsibilities are clearly defined and support is readily available.
New team members are given time to learn our processes and expectations. Questions are encouraged, standards are high, and follow-through matters. This role interacts regularly with senior leadership and plays an important part in supporting both clients and internal operations.
Benefits
Health and Dental Insurance
Long-Term Disability and Life Insurance
401(k) with employer match (Traditional and Roth options)
Professional development opportunities
Predictable daytime schedule with limited after-hours work
Supportive, team-oriented work environment
Tower Trust & Investment Company is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
#J-18808-Ljbffr