Trust Onboarding Officer

Trident Trust•Sioux Falls, SD

9d•Onsite

About The Position

Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire a Trust Onboarding Officer. The Trust Onboarding Officer will support the company in onboarding trust structures. This person will effectively explain to clients and colleagues the onboarding process as well as communicate fees to both parties. This person should effectively organize and maintain important data. If you have extensive administrative experience and would like to gain new skills in a new and challenging area, please do not hesitate to apply.

Requirements

Associates degree in business, human resources, marketing or a related field.
One year working in onboarding or other relevant administrative and client-centered experience.
Working use of Microsoft Office Suite, Adobe, and willingness to learn new programs.
Basic understanding of trust documents and related fiduciary terms.

Nice To Haves

Bilingual (fluently speaking, reading and writing in Spanish).
Bachelor’s degree.
Strong, professional, verbal, and written communication skills.
Excellent organizational and time management skills with an innate attention to detail.
Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
Quick learner with the ability to take direction, work as a team and independently.
Ability to work with clients to facilitate administrative duties.

Responsibilities

Possess a firm understanding of the trust and company onboarding document, due diligence, and KYC requirements for all structures and parties.
Conduct a complete review of all onboarding, due diligence and KYC document submissions accurately and in a timely manner, generally the same or next business day.
Identify all key contacts in a relationship involved in onboarding and manage those ongoing relationships.
Effectively communicate fees to both clients and internal parties for implementation.
Communicate effectively with other business lines to solicit the review of onboarding or KYC documentation, accommodate special billing or other requests, and facilitate account handoffs.
Independently and effectively organize and manage a book of actively onboarding trust structures.
Maintain all client and structure-related data in Salesforce and Box.
Create and manage opportunities in D365.