Private Client Trust Operations Associate

JTC Group; Rapid City (SD); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

South Dakota Trust Company in Rapid City seeks an Assistant Trust Officer – Private Client to support the administration of trust accounts, ensure regulatory compliance, and assist in client relationships. The role involves coordinating with the Trust Officer and liaising with clients, beneficiaries, and legal representatives.

You will prepare trust-related documentation, monitor activities, and work with legal, compliance, and finance teams to maintain trust integrity.

Competenze

• Bachelor’s degree in finance, law, business administration, or a related field (desired but not required).
• 0-3 years of experience in trust administration, fiduciary services, or related financial services.
• Knowledge of trust structures, estate planning, and relevant legal regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office Suite.
• Ability to work independently and collaboratively in a team environment.

Mansioni

• 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.

Conoscenze

Trust structures

Estate planning

Analytical skills

Communication skills

Independent work

Team collaboration

Formazione

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

Strumenti

MS Office Suite

Trust management software

Descrizione del lavoro

South Dakota Trust Company in Rapid City seeks an Assistant Trust Officer – Private Client to support the administration of trust accounts, ensure regulatory compliance, and assist in client relationships. The role involves coordinating with the Trust Officer and liaising with clients, beneficiaries, and legal representatives.

You will prepare trust-related documentation, monitor activities, and work with legal, compliance, and finance teams to maintain trust integrity.