On-Site Trust Operations Specialist

Wealth Enhancement Group, LLC; Sioux Falls (SD); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Tuition reimbursement

Job summary

Wealth Enhancement Group seeks an Assistant Trust Officer to administer accounts and support Trust Officers, delivering premier service and maintaining accurate trust activity in line with governing documents and internal policies.

Success requires knowledge of trust administration, attention to detail, and the ability to determine steps independently, escalate when needed, and meet deadlines with limited supervision. Base salary ranges from $60,000 to $70,000.

Qualifications

• 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.

Responsibilities

• Account Administration: provide comprehensive administrative and account support to Trust Officers, coordinate account openings/closings, review transactions and maintain audit-ready records.
• Client Service: act as primary client contact, track requests, follow up, and prepare concise status updates.
• Team and Company Support: contribute to trust company projects, participate in meetings and cross-training.

Skills

Written communication

Verbal communication

Self-motivated

Detail oriented

Organized

Education

Associate degree or equivalent

Tools

Microsoft Office Suite

Job description

Wealth Enhancement Group seeks an Assistant Trust Officer to administer accounts and support Trust Officers, delivering premier service and maintaining accurate trust activity in line with governing documents and internal policies.

Success requires knowledge of trust administration, attention to detail, and the ability to determine steps independently, escalate when needed, and meet deadlines with limited supervision. Base salary ranges from $60,000 to $70,000.