Assistant Trust Officer - Private Client

JTC Group • Rapid City, SD

1d • Hybrid

About The Position

South Dakota Trust Company serves domestic and international wealthy clients with flexible, cost-effective, service-oriented trust administration. Its focus is helping families meet individual goals while preserving family wealth in perpetuity.

The Assistant Trust Officer supports the administration and management of trust accounts, ensuring compliance with regulatory requirements and company policies. The role assists with trust operations and client relationship management and helps facilitate trust transactions efficiently.

Requirements

• 0–3 years of experience in trust administration, fiduciary services, or related financial services.
• Knowledge of trust structures, estate planning, and relevant legal regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office Suite.
• Ability to work independently and collaboratively in a team environment.

Nice To Haves

• A bachelor's degree in finance, law, business administration, or a related field is desired but not required.

Responsibilities

• Assist in administering trust accounts, including record-keeping, asset management, and account reviews.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations.
• Prepare trust-related documentation, reports, and correspondence as required.
• Monitor and review trust activities to ensure proper management and adherence to policies.
• Coordinate with legal, compliance, finance, and other internal departments to maintain trust integrity.
• Assist with trust account audits and periodic reporting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed