Operations Assistant

North Point Trust Company; Rapid City (SD); On-site; USD 60,000 - 63,000; Full time

Benefits offered by this job

Monthly benefit stipend toward medical

Dental plan enrollment

Job summary

North Point Trust Company is seeking an Operations Assistant to support the trust operations team in the day-to-day administration of client accounts, entity records, and payment processing across a portfolio of trust-held entities and custodial accounts. This role suits someone with 1–3 years of experience in financial services, trust operations, banking, paralegal support, or related administrative work.

The ideal candidate is highly organized and precise with confidential financial

Qualifications

• 1–3 years in financial services or trust operations, banking, paralegal support, or related admin role; training provided.
• Proficiency in Microsoft Excel and Outlook; comfortable with internal systems.
• Ability to follow established procedures with precision and flag exceptions.
• Excellent written and verbal communication skills.
• Strong organization and ability to manage multiple deadlines while handling sensitive financial information.

Responsibilities

• Process checks, wires, and ACH transactions per dual-control procedures.
• Prepare payment requests for review and approval; maintain wire and payment logs.
• Support daily reconciliation activities and bank reconciliations.
• Maintain and update entity records; track franchise taxes and annual reports.
• Support invoicing, filing, and documentation organization; help improve checklists and workflows.

Skills

Excel Proficiency

Outlook Proficiency

Communication skills

Organizational skills

Confidential information handling

Education

Associate or Bachelor's degree in business/finance

Tools

Wire/ACH processing software

Secretary of State filing systems

Job description

ABOUT NORTH POINT TRUST COMPANY

North Point Trust Company provides administrative trust services to clients who have established South Dakota trusts. We're a tight-knit organization of 15 employees, including a four-person trust operations team, which means the work here is varied, the environment is collaborative, and every team member's contribution is visible. Our culture is built on being go-getters: people who take initiative, pitch in where needed, and hold themselves accountable without a lot of oversight.

POSITION SUMMARY

North Point Trust Company is looking for an Operations Assistant to support the trust operations team in the day-to-day administration of client accounts, entity records, and payment processing across a portfolio of trust-held entities and custodial accounts. This role is well suited to someone with 1-3 years of experience in financial services, trust operations, banking, paralegal support, or a related administrative role. Prior industry experience is preferred but not required; the ideal candidate is highly organized, comfortable with financial and legal documentation, and able to follow established procedures with precision while flagging exceptions appropriately.

WHAT YOU'LL DO

Payment & Transaction Processing

• Process checks, wires, and ACH transactions in accordance with established dual-control procedures.
• Prepare and route payment requests for review and approval.
• Maintain accurate wire and payment logs, and support daily reconciliation activities.
• Assist with bank reconciliations across custodial and operating accounts.

Entity & Account Administration

• Maintain and update entity records for LLCs and other trust-held entities, including status tracking.
• Track and support timely filing of franchise taxes and annual reports with applicable Secretary of State offices.

General Operations Support

• Support invoicing and billing processes for client entities.
• Maintain organized digital and physical filing systems for account documentation.
• Help maintain and improve operational checklists, trackers, and workflow documentation.
• Provide backup support for other operations functions as needed.

WHAT WE'RE LOOKING FOR

Education

No specific degree is required. An Associate's or Bachelor's degree in business, finance, or a related field is preferred, but candidates with equivalent relevant experience are welcome to apply.

Experience & Skills

• 1-3 years of experience in financial services, trust operations, banking, paralegal support, or a related administrative role is preferred; the team will provide training on internal systems and procedures.
• Proficiency in Microsoft Excel and Outlook, with comfort learning internal systems and software.
• Familiarity with trust administration, entity management, or corporate compliance filings is a plus, as is exposure to wire/ACH processing, dual-control payment environments, or Secretary of State filing and registered agent systems.
• Excellent written and verbal communication skills.
• Strong organizational skills and the ability to manage multiple recurring deadlines simultaneously, with the discretion to handle confidential and sensitive financial information appropriately.

KEY COMPETENCIES

• Attention to Detail - Works accurately with numbers, dates, and legal or compliance deadlines, and flags exceptions appropriately rather than letting them slip through.
• Discretion & Trustworthiness - Handles confidential client, entity, and financial information with judgment and care.
• Organization & Follow-Through - Keeps a portfolio of recurring deadlines, filings, and reconciliations on track without close supervision.
• Process Discipline - Follows established dual-control and compliance procedures with precision.
• Initiative & Team Support - Pitches in on other operations functions as needed and helps improve checklists, trackers, and workflow documentation.

SCHEDULE, COMPENSATION & BENEFITS

• Full-time, on-site position based in Rapid City, South Dakota.
• Salary range of $60,000-$63,000.
• Monthly benefit stipend, which employees may apply toward optional medical and dental plan enrollment.

EQUAL EMPLOYMENT OPPORTUNITY

North Point Trust Company is an equal opportunity employer. We do not discriminate against any employee or applicant for employment on the basis of race, color, creed, religion, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, national origin, ancestry, age (40 or older), disability, genetic information, veteran status, or any other characteristic protected by the South Dakota Human Relations Act (SDCL ch. 20-13) or applicable federal law. All employment decisions - including recruitment, hiring, compensation, training, promotion, and termination - are based on qualifications, merit, and business need. We provide reasonable accommodations to qualified individuals with disabilities and to applicants who need assistance during the application or interview process; to request an accommodation, please contact us.