Trust Administration & Client Services Associate

Boeckermann Grafstrom & Mayer; Sioux Falls, Northern (SD, KY); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Paid holidays

Dental coverage

Vision coverage

Life insurance

Disability coverage

Job summary

Cornerstone Private Asset Trust Company, LLC, part of the BGM Group, seeks a detail-oriented Trust Associate to support trust administration and client service. You will work closely with Trust Officers on account administration, documentation, and meetings, while maintaining confidentiality and delivering high-quality client experiences.

The role emphasizes organization, accuracy, and collaboration within a client-centric team focused on fiduciary services, wealth management, and related

Qualifications

• Bachelor's degree in Accounting, Business Administration, Economics, Finance, or related field preferred.
• Three to five years of financial services, banking, trust administration, wealth management, or related experience preferred.
• Experience in trust administration, investments, or wealth management is a plus.
• Strong organizational and time management skills.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Strong client service orientation and professional demeanor.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office Suite.
• Experience with trust accounting systems or financial software is a plus.

Responsibilities

• Provide client service and relationship support for trust accounts and client relationships.
• Assist Trust Officers with client communications, meeting preparation, and data gathering.
• Support trust administration and operations, including onboarding, terminations, and data entry.
• Handle confidential client information with discretion and maintain records.
• Coordinate with internal teams and external professionals as needed.
• Perform general administrative duties and document management to support the team.

Skills

Organizational skills

Attention to detail

Communication skills

Client service orientation

Multitasking / time management

Professional demeanor

Education

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

Tools

Microsoft Office Suite

Trust accounting systems

Financial software

Job description

Cornerstone Private Asset Trust Company, LLC, part of the BGM Group, seeks a detail-oriented Trust Associate to support trust administration and client service. You will work closely with Trust Officers on account administration, documentation, and meetings, while maintaining confidentiality and delivering high-quality client experiences.

The role emphasizes organization, accuracy, and collaboration within a client-centric team focused on fiduciary services, wealth management, and related