Senior Trust Officer

Westport One; Rapid City (SD); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Sioux Falls is seeking an experienced Trust Officer to manage client relationships and administer various trusts. Ideal candidates should have at least 4 years of experience and possess a strong understanding of South Dakota statutes. This position offers a salary, bonuses, and excellent benefits, with significant growth potential including leadership opportunities.

Qualifications

• Minimum of 4 years of experience in trust administrative or fiduciary role.
• Ability to manage client relationships effectively.
• Familiarity with various types of trusts including Irrevocable, Revocable, and Special Needs Trusts.

Responsibilities

• Manage and administer client relationships.
• Work with various types of trusts and provide tax guidance.
• Support the multi-generational transfer of wealth and estate planning.

Skills

Client relationship management

Trust administration

Adaptability

Knowledge of South Dakota statutes

Job description

Our client is seeking an experienced Trust Officer to join their growing team in Sioux Falls. In this role, you will manage and administer client relationships, working with various types of trusts, including multi-generational transfer of wealth, cross-border planning, estate planning, and tax guidance.

The ideal candidate is growth-oriented, honest, adaptable to change, and possesses a can-do attitude. Candidates should have at least 4 years of experience in a trust administrative or fiduciary role, with demonstrated ability to manage client relationships. The role involves working primarily with Irrevocable Trusts, Revocable Trusts, and Special Needs Trusts (SNTs).

If you are passionate about providing high-touch service, helping others, and are well-versed with South Dakota statutes and various types of trusts, this position offers significant growth potential, including leadership opportunities. The role is salaried, includes bonuses, and offers excellent benefits. It is based in Sioux Falls and reports to the Chief Fiduciary Officer.

To learn more about our organization, visit www.westportone.com.

To apply, please submit your resume in WORD format to [e-mail], referencing job code NB/SeniortrustofficerSD in the subject line. NO CALLS PLEASE.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance

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