Assistant Trust Officer – Private Client

JTC Group; Rapid City (SD); On-site; USD 60,000 - 90,000; Full time

Job summary

South Dakota Trust Company seeks an Assistant Trust Officer for Private Client services. The role supports administration of trust accounts, client relations, and compliance with regulatory requirements. The position emphasizes accurate record-keeping, asset oversight, and timely trust operations.

The candidate should have 0-3 years in trust services, a relevant bachelor’s degree, and solid analytical and communication skills to work with clients and internal teams.

Qualifications

• Bachelor’s degree in finance, law, business administration, or a related field is preferred.
• 0-3 years of experience in trust administration or related financial services.
• Knowledge of trust structures, estate planning, and applicable legal regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Ability to work independently and collaboratively in a team environment.

Responsibilities

• Assist in the administration of 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 departments such as legal, compliance, and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

Skills

Analytical skills

Excellent communication

MS Office Suite

Trust management software

Education

Bachelor’s degree in finance, law, business administration, or related field

Tools

MS Office Suite

Trust management software

Job description

Assistant Trust Officer – Private Client

South Dakota Trust Company’s business is designed toaccommodate the needs and desires of wealthy clients, both domestically and internationally, providing “flexible, cost- effective, service-oriented trust administration” in the #1 rated domestic trust jurisdiction. SDTC’s core focusis to serve families’ individual goals, while preserving family wealth inperpetuity.

The Assistant Trust Officer will support the administration and management of trust accounts, ensuring compliance with regulatory requirements and company policies. This role involves assisting intrust operations, client relationship management, and facilitating trust transactions efficiently.

MAIN RESPONSIBILITIES AND DUTIES

• Assist in the administration of 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 departments such as legal, compliance, and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

ESSENTIAL REQUIREMENTS

• Bachelor’s degree in finance, law, business administration, or a related field. (desired but not required).
• 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.

OUR COMMITMENT TO INCLUSION &WELLBEING

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.

Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.

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