Private Client Trust Assistant - Compliance & Service

JTC Group; Sioux Falls, Northern (SD, KY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

JTC Group seeks an Assistant Trust Officer – Private Client in Sioux Falls, SD to support trust account administration and client relations. The role emphasizes regulatory compliance, accurate record-keeping, and efficient transaction processing within a fiduciary services team.

Ideal candidates possess a relevant bachelor’s degree and up to 3 years of trust administration experience, with strong analytical and communication skills.

Qualifications

• Bachelor’s degree in finance, law, business administration, or related field (desirable).
• 0–3 years of experience in trust administration or fiduciary services.
• Knowledge of trust structures, estate planning, and relevant regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office.

Responsibilities

• Assist in the administration of trust accounts, including record-keeping and asset management.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and others to address inquiries and facilitate 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 to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

Skills

Analytical skills

Attention to detail

Communication

Client service

Education

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

Tools

MS Office Suite

Trust management software

Job description

JTC Group seeks an Assistant Trust Officer – Private Client in Sioux Falls, SD to support trust account administration and client relations. The role emphasizes regulatory compliance, accurate record-keeping, and efficient transaction processing within a fiduciary services team.

Ideal candidates possess a relevant bachelor’s degree and up to 3 years of trust administration experience, with strong analytical and communication skills.