Trust Data Entry Assistant

Trident Trust • Sioux Falls, SD

1d • Onsite

About The Position

Trident Trust is seeking a detail-oriented and organized Trust Data Entry Assistant to support the Onboarding, Trust Administration, and Management teams in Sioux Falls, South Dakota. This position plays an important role in the onboarding and administration process by assisting with data entry, maintaining accurate records within the CRM and Microsoft Dynamics 365 systems, and supporting the firm’s KYC and due diligence procedures. The ideal candidate will possess strong organizational and communication skills, excellent attention to detail, and the ability to manage multiple priorities in a fast-paced professional environment. A basic understanding of trust and legal terminology is preferred, along with a willingness to learn fiduciary and onboarding processes.

Requirements

• High school diploma required
• Excellent typing, spelling, grammar, and proofreading skills
• Strong organizational and time management abilities with exceptional attention to detail
• Ability to manage multiple ongoing matters and adapt to changing priorities
• Working knowledge of Microsoft Office Suite and Adobe Acrobat
• Strong interpersonal and communication skills
• Professional demeanor and ability to work effectively in a team environment

Nice To Haves

• associate degree preferred
• Familiarity with Microsoft Dynamics 365 and/or Salesforce is a plus
• Basic understanding of trust, fiduciary, or legal terminology preferred
• Self-motivated with a strong work ethic
• Comfortable working in a fast-paced professional environment
• Ability to learn new systems and procedures quickly
• Flexible and dependable team player
• Strong problem-solving and analytical skills
• Commitment to accuracy, confidentiality, and high-quality work product

Responsibilities

• Assist the Onboarding Team, Trust Administration, and Management with data entry and maintenance within the CRM system and Microsoft Dynamics 365
• Create, update, and manage new business opportunities and onboarding records in Microsoft D365
• Maintain accurate client and prospect information while ensuring consistency across systems
• Develop an understanding of trust and company onboarding documentation, due diligence requirements, and KYC/AML procedures for various structures and related parties
• Communicate effectively with internal departments and management regarding onboarding matters and account status updates
• Follow established onboarding policies, procedures, and internal compliance requirements
• Assist with document organization, filing, and electronic record management
• Support special projects and additional administrative duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED