Client-Focused Trust & Wealth Admin Specialist

DACOTAH BANK; Aberdeen (SD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Health Savings Account

Life Insurance

Paid Vacation and Sick Time

Retirement Plan Options

Perks and Benefits

Job summary

DACOTAH BANK seeks an Assistant to Trust and Wealth Management Advisors to provide administrative and client service support. You will assist with account administration, prepare client materials, manage documents, and support day-to-day trust and wealth management functions.

Ideal candidates have 2+ years in administrative or banking support, strong organizational skills, and proficiency with MS Office. The role involves confidentiality and professional client interactions, with growth

Qualifications

• Associate degree or higher in a related field preferred.
• 2+ years of administrative or banking/wealth management support experience preferred.
• Strong organizational and communication skills; ability to handle confidential information.

Responsibilities

• Serve as primary client contact for routine inquiries and account requests.
• Coordinate client meetings, calls, and reviews; prepare meeting materials.
• Draft correspondence, reports, and client communications; maintain records.
• Support trust account administration and documentation; monitor activities.

Skills

Administrative support

Customer service

Time management

Communication

Confidentiality

Microsoft Office Suite

Education

Associate's degree (Business/Finance/Accounting/Communications)

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

DACOTAH BANK seeks an Assistant to Trust and Wealth Management Advisors to provide administrative and client service support. You will assist with account administration, prepare client materials, manage documents, and support day-to-day trust and wealth management functions.

Ideal candidates have 2+ years in administrative or banking support, strong organizational skills, and proficiency with MS Office. The role involves confidentiality and professional client interactions, with growth