Assistant Trust Officer
📋 Role Overview & Responsibilities
Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
Responsibilities· Review and analyze monthly investment advisor performance· Interface with investment advisors to manage client distributions and cash management· Perform annual trust investment reviews· Perform annual trust administrative reviews· Prepare trust accounts for annual internal and regulatory audits· Manage all client and trust information through proprietary trust management software· Review all new trust documents to ensure they conform to South Dakota law· Develop strong interpersonal relationships with all trust beneficiaries to better understand their needs and personal issues· Perform client onboarding and due diligence including OFAC and AML compliance· Gather and manage tax compliance for all trusts on an annual basis
Qualifications· Strong attention to detail· Excellent communication skills· Ability to follow-up in a timely manner· Strong ability to multi-task· Ability to work proactively and independently· Organizational and problem-solving skills· Knowledge with working with Salesforce and trust accounting software· Legal, investment management, tax and accounting background to better manage book of trusts· Ability to see beyond an isolated task or project and anticipate project outcomes and issues to improve ongoing work habits.
Frequently Asked Questions
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This position is located in Sioux Falls, SD with potential relocation and sponsorship assistance depending on candidate qualifications.
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