Senior Trust Officer - Trusted Advisor for HNW Families

Jobot

Sioux Falls (SD)

On-site

USD 100,000 - 115,000

Full time

8 days ago

Application generator

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

Get past ATS filters

Job summary

Jobot in Sioux Falls, SD, seeks a Trust Officer to lead an established portfolio of trust clients and collaborate with attorneys, CPAs, and investment professionals. You will build strong client relationships while ensuring fiduciary compliance and delivering tailored wealth management guidance.

The role emphasizes professional communication, proactive problem solving, and a client-first approach within a boutique trust environment.

Qualifications

5+ years of Trust Administration or Trust Officer experience.
Strong understanding of fiduciary responsibilities, trust administration, estate planning concepts, and wealth management.
Experience managing client relationships and serving as the trusted advisor for high-net-worth clients.
Outstanding communication and interpersonal skills.
CTFA designation is a plus but not required.

Responsibilities

Administer a portfolio of trust accounts and ensure fiduciary compliance.
Serve as the primary contact for clients, beneficiaries, attorneys, CPAs, and advisors.
Build long-term trusted relationships through exceptional service.
Conduct client meetings and provide guidance on trust administration and fiduciary matters.
Coordinate trust distributions, reviews, and ongoing account maintenance.
Identify opportunities to deepen existing client relationships and support growth.
Collaborate with leadership on strategic initiatives.