Client-Focused Trust Admin & Operations Associate

Cornerstone Private Asset Trust Company; Sioux Falls (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability coverage

Paid time off

Paid holidays

401(k)

Job summary

Cornerstone Private Asset Trust Company seeks a detail-oriented Trust Associate to support daily trust account administration and client relationships. You will work with Trust Officers on client service, documentation, and meeting prep to ensure accurate, timely operations.

The role emphasizes confidentiality, strong organization, and a client-focused approach within a collaborative team environment that values professional growth in wealth management.

Qualifications

• Three to five years of financial services, banking, trust administration, wealth management, or related experience preferred.
• Experience in trust administration, investments, or wealth management is a plus.
• Proficiency in Microsoft Office Suite and fiduciary concepts helpful.

Responsibilities

• Welcome and assist clients in person and by phone, determining needs and directing inquiries appropriately.
• Respond professionally and promptly to client questions and concerns.
• Support Trust Officers with client communications and ongoing relationship management.
• Assist with client meeting preparation, scheduling, account data gathering, and presentation materials.
• Maintain confidentiality when handling sensitive client and account information.
• Understand fiduciary concepts and support proper trust account administration.
• Utilize trust accounting systems to enter and maintain transactions accurately and timely.
• Coordinate with internal teams and external professionals as needed.
• Maintain client files, correspondence, and records in appropriate physical and electronic locations.
• Schedule meetings and coordinate logistics.

Skills

Strong organizational skills

Attention to detail

Excellent written & verbal comms

Client service orientation

Education

Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field

Tools

Microsoft Office Suite

Trust accounting systems

Job description

Cornerstone Private Asset Trust Company seeks a detail-oriented Trust Associate to support daily trust account administration and client relationships. You will work with Trust Officers on client service, documentation, and meeting prep to ensure accurate, timely operations.

The role emphasizes confidentiality, strong organization, and a client-focused approach within a collaborative team environment that values professional growth in wealth management.