Assistant Trust Officer - Private Client
About The Position
The Assistant Trust Officer supports the administration and management of trust accounts, ensuring compliance with regulatory requirements and company policies. The role involves assisting with trust operations, client relationship management, and the efficient facilitation of trust transactions. South Dakota Trust Company's business is designed to accommodate wealthy domestic and international clients through flexible, cost-effective, service-oriented trust administration. Its focus is serving families’ individual goals while preserving family wealth in perpetuity. The company is committed to fostering a healthy, inclusive organization where individuals feel welcome and able to participate fully. It values different perspectives, backgrounds, and lived experiences, and supports employee wellbeing.
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 Microsoft 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 internal legal, compliance, and finance departments to maintain trust integrity.
- Assist with trust account audits and periodic reporting.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
