Assistant Trust Officer - Private Client

JTC Group; Sioux Falls (SD); Hybrid; USD 55,000 - 75,000; Full time

Job summary

South Dakota Trust Company in Sioux Falls, SD, seeks an Assistant Trust Officer to support the administration and management of trust accounts, ensuring compliance with regulatory requirements and internal policies. The role involves assisting in trust operations, client relationship management, and facilitating trust transactions.

The ideal candidate has 0–3 years in trust administration, a relevant degree, and strong analytical and communication skills.

Qualifications

• Bachelor's degree in finance, law, business administration, or related field; preferred 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 regulations.
• Strong analytical and detail-oriented mindset.
• Excellent communication and client service abilities.
• Proficiency in trust management software and MS Office Suite.

Responsibilities

• Assist in administration of trust accounts, including record-keeping, asset management, and reviews.
• Support Trust Officer to ensure compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and stakeholders to address inquiries and facilitate 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 legal, compliance and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

Skills

Analytical skills

Attention to detail

Communication skills

MS Office Suite

Trust software

Teamwork

Independent work

Education

Bachelor's degree

Tools

Trust management software

MS Office

Job description

Purpose of Job

South Dakota Trust Company’s business is designed to accommodate 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 focus is to serve families’ individual goals, while preserving family wealth in perpetuity.

Employment Type

Permanent

Department

Private Client

Division

Private Client Services

Workplace Structure

Hybrid

Role Overview

Purpose of Job

South Dakota Trust Company’s business is designed to accommodate 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 focus is to serve families’ individual goals, while preserving family wealth in perpetuity.

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 in trust 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 feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.