Trust Administrator

First Trust Company, LLC; Rapid City (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Vision insurance

Short- and long-term disability indemn

Life insurance

Paid time off

Holiday paid time off

Job summary

First Trust Company, LLC in Rapid City, SD (or Bozeman, MT) seeks a detail-oriented professional to assist trust officers with estate administration, client requests, and risk management. You will coordinate correspondence, reviews, and tax coordination while maintaining high precision in a fast-paced environment.

You will thrive in a client-facing role, collaborating with trusted advisors and staff to ensure timely deliverables and accuracy across fiduciary tasks in a growing trust operation.

Qualifications

• Bachelor’s degree in business, accounting, or finance; CPA preferred.
• 2-4 years hands-on experience in trust administration or comparable experience.
• Strong analytical and numerical abilities with attention to detail.
• Excellent verbal and written communication to liaise with clients and advisors.
• Ability to manage multiple tasks with prioritization and accuracy.
• Familiarity with trust agreements, compliance, and fiduciary duties.

Responsibilities

• Assist trust officers with annual administrative and investment account reviews.
• Complete new account onboarding and account closing duties.
• Review and process trust tasks with high attention to detail.
• Prepare and send written correspondence to clients and advisors.
• Respond to client requests promptly and relay critical issues to officers.
• Manage special projects with minimal oversight.
• Assist with fiduciary tax processing and compliance tasks.
• Collaborate with staff to support trust operations and risk management.

Skills

Attention to detail

Analytical skills

Numbers aptitude

Verbal and written communication

Client-facing

Prioritization

Team collaboration

Problem solving

Education

Bachelor’s degree in business, accounting, or finance

CPA preferred

Job description

*** Location in either Rapid City, SD or Bozeman, MT

The ideal candidate will excel at client service, be a team player and problem-solver, and manage workflow prioritization independently. This person will be comfortable working with a high degree of attention to detail in a fast-paced environment, be flexible and accommodating in work approach based on priorities and possess strong analytical and organizational skills.

Summary:

Assist trust officers with trust administration, client requests, problem-solving, risk management, correspondence, record keeping, tax coordination and payment processing, and various corporate administrative tasks.

Essential Duties and Responsibilities Include:

• Prepare and assist trust officers with annual administrative and investment account reviews.
• Complete new account onboarding and account closing duties.
• Review and process trust administration tasks as needed and assigned; handle transactions (including all money movement) with excellent attention to detail.
• Complete, follow up and track outstanding trust administration and investment management deliverables.
• Prepare and send written correspondence.
• Respond to client requests in a timely manner as needed.
• Assist and/or relay critical client issues to trust officer(s) promptly.
• Manage special projects as needed with minimal oversight.
• Assist with fiduciary tax processing.
• Perform other duties as assigned.
• Be a resource to other staff.

Qualifications:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in business, accounting, or finance; CPA preferred
• 2-4 years hands-on experience in trust administration or comparable combination of education and experience.
• Strong analytical skills and numbers aptitude combined with a high degree of attention to detail.
• Excellent verbal and written communication skills to liaise effectively with clients and other trusted advisors.
• Enjoy working with people and being in a client-facing role.
• Ability to identify and resolve complex issues with minimal guidance.
• Strong prioritization skills; ability to manage multiple tasks/projects concurrently and complete tasks fully.
• Ability to review trust agreement documents and ensure compliance.
• Familiarity with BSA/AML issues and reporting requirements.
• Strong and effective interpersonal skills; ability to work well as part of a team.
• 401(k)
• Health insurance
• Vision insurance
• Short- and long-term disability insurance
• Life insurance
• Paid time off
• Holiday paid time off

Benefits found in job post

401(k), Medical insurance, Dental insurance, Vision insurance, Disability insurance