Administrative & Client Operations Specialist; Front Office​/Marketing Support

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.

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.

• 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

• Prepare account opening and asset transfer paperwork
• Communicate with outside financial institutions regarding transfers
• Track onboarding progress and provide client status updates
  
  Follow up with new clients after the first statement

• 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

• 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

• 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 Power Point

• 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

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.

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.

• 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.