Lydia Heskje

Wealth Management Administrator @Hills Bank and Trust Company

North Liberty, IA, US

I provide comprehensive operational support to all client-facing wealth management officers, the trust department, and the investment team. My role ensures accurate and timely execution of account activities across a wide range of financial services. Key responsibilities include:Opening, maintaining, and closing agency, IRA, and revocable trust accountsProcessing contributions, distributions, receipts, transfers, rollovers, and conversionsCoordinating account documentation and transactions with precision and regulatory complianceSupporting trust administration and investment operations to enhance client service and internal efficiencyCollaborating across departments to deliver seamless, high-quality wealth management solutionsThis position allows me to apply my financial knowledge and attention to detail while contributing to the long-term success of our clients and the strength of our team.

Kirkwood Community College

Associate of Science - AS

Wilson College of Business at the University of Northern Iowa

Bachelor's degree, Finance