Trust Administration & Client Services Associate

bgmgroup; Sioux Falls (SD); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive benefits package

Paid time off

401(k)

Job summary

BGM Group is looking for a detail-oriented Trust Associate to support the Trust Administration team in Sioux Falls, South Dakota. This position involves assisting Trust Officers with client communications, account administration, and ensuring a high-quality client experience.

The ideal candidate should possess strong organizational skills, attention to detail, and a commitment to excellent service. A bachelor's degree in a relevant field along with three to five years of financial services experience is preferred. Join us for meaningful work in a collaborative culture!

Qualifications

• Three to five years of financial services experience preferred.
• Experience in trust administration or wealth management is a plus.
• Exceptional written and verbal communication skills.

Responsibilities

• Welcome and assist clients in person and by phone.
• Support Trust Officers with client communications.
• Maintain client files, correspondence, and records.

Skills

Organizational skills

Attention to detail

Client service orientation

Microsoft Office proficiency

Education

Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field

Tools

Trust accounting systems

Job description

BGM Group is looking for a detail-oriented Trust Associate to support the Trust Administration team in Sioux Falls, South Dakota. This position involves assisting Trust Officers with client communications, account administration, and ensuring a high-quality client experience.

The ideal candidate should possess strong organizational skills, attention to detail, and a commitment to excellent service. A bachelor's degree in a relevant field along with three to five years of financial services experience is preferred. Join us for meaningful work in a collaborative culture!