Assistant Trust Officer – Private Client

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

Job summary

JTC Group seeks an Assistant Trust Officer – Private Client in Sioux Falls, SD to support trust account administration and client relations. The role emphasizes regulatory compliance, accurate record-keeping, and efficient transaction processing within a fiduciary services team.

Ideal candidates possess a relevant bachelor’s degree and up to 3 years of trust administration experience, with strong analytical and communication skills.

Qualifications

• Bachelor’s degree in finance, law, business administration, or related field (desirable).
• 0–3 years of experience in trust administration or fiduciary services.
• Knowledge of trust structures, estate planning, and relevant regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office.

Responsibilities

• Assist in the administration of trust accounts, including record-keeping and asset management.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and others 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 internal departments to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

Skills

Analytical skills

Attention to detail

Communication

Client service

Education

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

Tools

MS Office Suite

Trust management software

Job description

USA - South Dakota, 201 South Phillips Avenue

USA - South Dakota, 201 South Phillips Avenue Private Client

Assistant Trust Officer – Private Client

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 fosteringa 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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