On-Site Trust Admin Assistant — Client Service Focus

Wealth Enhancement; Sioux Falls (SD); Presencial; USD 60.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision coverage

HSA with employer contribution & FSA

Life and AD&D insurance

401k with match and profit sharing

Paid time off & holidays

Descripción de la vacante

Wealth Enhancement in Sioux Falls, SD, seeks an Assistant Trust Officer to administer assigned accounts, partner with Trust Officers, and support client relationships. The role combines account administration, client service, and processing within approved authority to ensure accurate activity and regulatory compliance.

Candidates should have an Associate degree or equivalent, 2–5 years in financial services, and solid proficiency in Microsoft Office.

Formación

• Associate degree or an equivalent combination of education and relevant experience.
• Two to five years of financial services experience preferred.
• Basic knowledge of trust administration principles and practices preferred.
• Strong written and verbal communication skills, with the ability to communicate effectively with clients, advisors, and colleagues.
• Proficiency with Microsoft Office Suite and the ability to learn complex trust and financial software systems.
• Self-motivated, detail-oriented, and highly organized.
• Ability to manage complex assignments or projects with limited supervision, coordinate across functions, and communicate risks, decisions, and recommended solutions clearly.
• Demonstrated ability to prioritize work, meet deadlines, and complete assignments accurately with limited follow-up.

Responsabilidades

• Provide comprehensive administrative and account support to Trust Officers while independently managing assigned responsibilities within established authority.
• Independently research and evaluate non-routine account administration matters, develop recommended actions, and present conclusions to the Trust Officer.
• Coordinate account openings and closings, ensuring documentation and records are complete and accurate.
• Coordinate transactions by reviewing instructions and supporting documentation for completeness and accuracy.
• Review disbursements, cash balances, and activity to identify overdrafts or issues needing resolution.
• Complete assigned portions of annual account reviews and coordinate resolution with Trust Officers.
• Maintain audit-ready account records with documentation of activity and decisions.
• Generate timely reports from trust systems and research discrepancies.
• Provide account administration coverage for team members as needed.
• Act as a primary client contact for assigned accounts: receive requests, coordinate follow-up, support regular communication, and help maintain client reports.

Conocimientos

Trust administration

Written and verbal communication

Organization

Attention to detail

Time management

Educación

Associate degree or equivalent

Herramientas

Microsoft Office Suite

Descripción del empleo

Wealth Enhancement in Sioux Falls, SD, seeks an Assistant Trust Officer to administer assigned accounts, partner with Trust Officers, and support client relationships. The role combines account administration, client service, and processing within approved authority to ensure accurate activity and regulatory compliance.

Candidates should have an Associate degree or equivalent, 2–5 years in financial services, and solid proficiency in Microsoft Office.