Trust Administration Associate - On-Site with Benefits

Wealth Enhancement Group; Sioux Falls, Bismarck, Madison (SD, ND, WI); Presencial; USD 60.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401k with match

Health insurance

Paid time off

Descripción de la vacante

Wealth Enhancement Group is seeking an Assistant Trust Officer in Sioux Falls, SD to administer assigned accounts and partner with Trust Officers. The role combines account administration, client service, and compliance with trust documents and internal policies.

The position requires knowledge of trust administration, strong communication, and the ability to work independently in a structured, on-site environment.

Formación

• Associate degree or equivalent combination of education and experience.
• 2–5 years of financial services experience preferred.
• Strong written and verbal communication skills, with clients and colleagues.
• Proficiency with Microsoft Office and trust software systems.

Responsabilidades

• Provide administrative and account support to Trust Officers while independently managing assigned responsibilities.
• Coordinate account openings and closings, ensuring documentation and records are complete.
• Review account activity to identify issues and ensure accurate reporting.
• Maintain audit-ready records and generate reports from trust systems.
• Deliver responsive client service and prepare status updates for internal teams.

Conocimientos

Written communication

Verbal communication

Attention to detail

Time management

Organization

Educación

Associate degree

Herramientas

MS Office

Trust software

Descripción del empleo

Wealth Enhancement Group is seeking an Assistant Trust Officer in Sioux Falls, SD to administer assigned accounts and partner with Trust Officers. The role combines account administration, client service, and compliance with trust documents and internal policies.

The position requires knowledge of trust administration, strong communication, and the ability to work independently in a structured, on-site environment.