Senior Trust & Estate Advisor

Cornerstone Private Asset Trust Company

Sioux Falls (SD)

On-site

USD 90,000 - 125,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Health insurance

Dental and vision coverage

401(k) with company match

Paid time off

Job summary

Cornerstone Private Asset Trust Company, LLC in Sioux Falls, SD is seeking an experienced Trust Officer to manage trusts, estates, and fiduciary accounts while growing and deepening client relationships. You will partner with clients, professional advisors, and internal teams to deliver a superior client experience and expand Cornerstone relationships.

Success requires strong fiduciary expertise, excellent communication, sound judgment, and business-development acumen in a collaborative

Qualifications

Bachelor's degree from a four-year college or university.
4–9 years of trust and fiduciary experience with an emphasis on client service and trust administration.
Advanced degree or professional certification such as J.D., CTFA, or CPA preferred.

Responsibilities

Manage trusts, estates, and fiduciary accounts for clients within an assigned book of business.
Develop and maintain relationships with clients and professional advisors to identify and win new business opportunities.
Mentor and support team members on trust and estate products and services; collaborate with internal partners to deliver coordinated client service.
Use sound judgment to identify risk and make fiduciary decisions in a collaborative environment.