Private Client Trust Officer - Wealth Strategy

JTC Group; Sioux Falls, Northern (SD, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

JTC Group is seeking an Associate Trust Officer for Private Client in South Dakota. You will administer and manage trust accounts, ensuring fiduciary compliance and strong client service while coordinating with professionals across legal, tax, and investments.

Responsibilities include developing trust strategies, reviewing documents, and reporting on activities to partners and beneficiaries. The role emphasizes confidentiality, accuracy, and collaboration within a client-centric team.

Qualifications

• Bachelor’s degree in finance, business, or law (CTFA/ CFP/ CPA a plus).
• Minimum of 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 skills with focus on confidentiality and trust.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in trust accounting systems and financial software.
• Effective communication and interpersonal skills; ability to collaborate with stakeholders.

Responsibilities

• Administer and manage trust accounts, ensuring compliance with fiduciary laws, policies, and regulations.
• Serve as the primary point of contact for PTC partners, trusted advisors, providing exceptional service and addressing inquiries.
• Develop and implement trust strategies tailored to clients’ financial and estate planning needs.
• Review trust documents, interpret terms, and ensure adherence to the grantor’s intent.
• Coordinate with legal, tax, and investment professionals to ensure filing requirements are fulfilled.
• Monitor distributions, and account activities, ensuring compliance with trust provisions.
• Prepare and present reports on trust activities to SDTC’s PTC partners and trust beneficiaries.

Skills

Client relationships

Fiduciary duties

Tax implications

Analytical thinking

Organizational skills

Communication

Interpersonal skills

Collaboration

Education

Bachelor’s degree in finance, business, or law

CTFA/CFP/CPA designation (a plus)

Tools

Trust accounting software

Financial software

Job description

JTC Group is seeking an Associate Trust Officer for Private Client in South Dakota. You will administer and manage trust accounts, ensuring fiduciary compliance and strong client service while coordinating with professionals across legal, tax, and investments.

Responsibilities include developing trust strategies, reviewing documents, and reporting on activities to partners and beneficiaries. The role emphasizes confidentiality, accuracy, and collaboration within a client-centric team.