Private Client Trust Assistant

JTC Group; Rapid City (SD); On-site; USD 60,000 - 90,000; Full time

Job summary

South Dakota Trust Company seeks an Assistant Trust Officer for Private Client services. The role supports administration of trust accounts, client relations, and compliance with regulatory requirements. The position emphasizes accurate record-keeping, asset oversight, and timely trust operations.

The candidate should have 0-3 years in trust services, a relevant bachelor’s degree, and solid analytical and communication skills to work with clients and internal teams.

Qualifications

• Bachelor’s degree in finance, law, business administration, or a related field is preferred.
• 0-3 years of experience in trust administration or related financial services.
• Knowledge of trust structures, estate planning, and applicable legal regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Ability to work independently and collaboratively in a team environment.

Responsibilities

• Assist in the administration of trust accounts, including record-keeping, asset management, and account reviews.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations.
• Prepare trust-related documentation, reports, and correspondence as required.
• Monitor and review trust activities to ensure proper management and adherence to policies.
• Coordinate with internal departments such as legal, compliance, and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

Skills

Analytical skills

Excellent communication

MS Office Suite

Trust management software

Education

Bachelor’s degree in finance, law, business administration, or related field

Tools

MS Office Suite

Trust management software

Job description

South Dakota Trust Company seeks an Assistant Trust Officer for Private Client services. The role supports administration of trust accounts, client relations, and compliance with regulatory requirements. The position emphasizes accurate record-keeping, asset oversight, and timely trust operations.

The candidate should have 0-3 years in trust services, a relevant bachelor’s degree, and solid analytical and communication skills to work with clients and internal teams.