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Jen Magers

Jen Magers

Trust and Investment Officer at Idaho Trust Bank

Coeur d'Alene, ID , United States

About

Jen Magers is Trust and Investment Officer at Idaho Trust Bank in Coeur d'Alene, Idaho, where she leads trust administration and investment management for personal and institutional clients. In her current role, she focuses on managing portfolios across fixed income, equities, and cash-equivalent asset classes, as well as administering trusts and estates with an emphasis on client-centric solutions for high-net-worth individuals and families.

Magers has progressively advanced in Idaho Trust Bank since joining in 2020, serving as Trust and Investment Administrator and Senior Trust and Investment Administrator prior to her promotion. She has played a key part in facilitating philanthropic investment strategies, most notably supporting grant awards for the Lewis-Clark Valley Healthcare Foundation and overseeing charitable trust disbursements targeting healthcare and local nonprofit sectors.

She holds a Bachelor of Arts in Business Administration (Human Resources & Marketing) from Eastern Washington University and has completed advanced trust management coursework at Cannon Financial Institute, including Trust School II and III. Magers stands out for her expertise in fiduciary management, asset allocation, and philanthropic giving, particularly within the healthcare, nonprofit, and private wealth management sectors.

Career History

OrganizationRoleDate RangeDetails
Idaho Trust BankTrust and Investment OfficerFeb 2023 to Present
Idaho Trust BankSr. Trust and Investment AdministratorFeb 2022 to Jan 2023
Idaho Trust BankTrust and Investment AdministratorFeb 2020 to Feb 2022
Smith + Malek, PLLCLegal AssistantJan 2019 to Jan 2020
U.S. BankClient Representative Trust and Wealth ManagementNov 2016 to Mar 2019
Witherspoon Brajcich McPhee, PLLCAdministrative Office ManagerFeb 2014 to Nov 2016

Education

Cannon Financial Institute

Trust School III

2022 2022

Cannon Financial Institute

Trust School II

2021 2021

Eastern Washington University

Bachelor of Arts in Business Administration, Human Resources & Marketing

2005 2012

Skills & Expertise

Marketing Research
Billing Systems
Knowledge and implementation of Human Resources
Cross-functional Team Leadership
Presenter
Goal Oriented
Writing
Marketing Communications
Marketing
Management
Customer Service
Leadership
Legal Research
Time Management
Human Resources
Document Review
Interviews
ProLaw
Estate Planning
Social Networking
Event Planning
Facebook
Legal Writing
Research
Teamwork
Invoicing
Salesforce.com
WordPress
Corporate Website Management
Contract Negotiation
Budget Management
Budget Monitoring
Inventory Management
Inventory Control
Social Media

Others at Idaho Trust Bank (4)

NameRoleLocation
C
Christopher Coyle
Chief Investment OfficerBoise, ID , United States
Noah Edgecombe
Noah Edgecombe
Investment AnalystBoise, ID , United States
Kim Jenkins
Kim Jenkins
Trust and Investment OfficerBoise, ID , United States
Matthew Mallard
Matthew Mallard
Trust and Investment OfficerBoise, ID , United States