Private Client Trust Officer | Hybrid Role

JTC Group; Rapid City (SD); Hybrid; USD 75,000 - 110,000; Full time

Job summary

South Dakota Trust Company, a leader in private client services, seeks a Trust Officer to manage and administer trusts, ensuring fiduciary compliance and strong client relationships. The role collaborates with PTC partners to meet regulatory and reporting requirements.

The ideal candidate has 2+ years in trust administration and a solid grasp of estate planning, tax implications, and fiduciary duties, with excellent communication and collaboration skills for cross-functional teamwork.

Qualifications

• Bachelor’s degree in finance, business, law, or related field required; professional designations a plus (CTFA, CFP, CPA).
• Minimum 2 years of experience in trust administration, estate planning, or wealth management.
• Strong understanding of fiduciary responsibilities, estate planning principles, and tax implications.
• Excellent client relationship management with confidentiality and trust.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in trust accounting systems and financial software.
• Effective communication and collaboration with stakeholders.

Responsibilities

• Administer and manage trust accounts, ensuring compliance with fiduciary laws, policies, and regulations.
• Serve as the primary contact for external partners, providing exceptional service and addressing inquiries.
• Develop and implement client-specific trust strategies for financial and estate planning needs.
• Review trust documents, interpret terms, and ensure grantor's intent.
• Coordinate with legal, tax, and investment professionals for filings and compliance.
• Monitor distributions and account activities to adhere to trust provisions.
• Prepare and present reports on trust activity to partners and beneficiaries.

Skills

Client relationship

Analytical thinking

Problem solving

Organizational skills

Communication

Interpersonal skills

Team collaboration

Education

Bachelor’s degree in finance, business, or law

CTFA/ CFP/ CPA designation (plus)

Tools

Trust accounting software

Job description

South Dakota Trust Company, a leader in private client services, seeks a Trust Officer to manage and administer trusts, ensuring fiduciary compliance and strong client relationships. The role collaborates with PTC partners to meet regulatory and reporting requirements.

The ideal candidate has 2+ years in trust administration and a solid grasp of estate planning, tax implications, and fiduciary duties, with excellent communication and collaboration skills for cross-functional teamwork.