Trust Officer

Amicus-Trust-Company,-LLC; Sioux Falls (SD); Hybrid; USD 75,000 - 125,000; Full time

Benefits offered by this job

Profit sharing plan

401(k) matching

Paid time off

Flexible work arrangements

Ongoing professional development

Supportive team

Job summary

Amicus Trust Company in Sioux Falls is seeking a dedicated Trust Officer to manage a portfolio of settlements and special needs trusts with professionalism and empathy. You will administer settlements, coordinate with attorneys and beneficiaries, ensure regulatory compliance, and maintain accurate records, reporting, and timely tax filings while supporting beneficiaries’ long‑term planning goals.

The role offers hybrid work arrangements, competitive compensation, and ongoing professional

Qualifications

• Bachelor’s degree in Finance, Accounting, Law, or related field; CTFA or similar certification is a plus.
• 2+ years of experience as a Trust Officer or fiduciary, ideally with Settlement and Special Needs Trusts.
• Strong knowledge of public benefits programs (SSI, Medicaid, SSDI) and trust interactions.
• Excellent interpersonal and communication skills, client‑focused and empathetic.
• Spanish-speaking skills are a plus.
• High attention to detail, strong organizational and analytical abilities.
• Ability to manage multiple trusts and deadlines with professionalism and accuracy.
• Experience with trust accounting software is a plus.

Responsibilities

• Administer Settlement and Special Needs Trusts, ensuring compliance with trust documents, regulations, and fiduciary standards.
• Serve as primary contact for beneficiaries, families, attorneys, and stakeholders.
• Review and process disbursement requests, documenting decisions thoroughly.
• Coordinate with legal, financial, and benefits professionals to integrate trusts with government programs (SSI, Medicaid, SSDI).
• Maintain accurate records and ensure timely reporting, tax filings, and annual compliance reviews.
• Educate beneficiaries and families on trust terms, permissible expenses, and long‑term planning strategies.

Skills

Interpersonal skills

Communication skills

Detail orientation

Organizational skills

Analytical abilities

Spanish-speaking (plus)

Education

Bachelor’s degree

CTFA or similar certification

Tools

Trust accounting software

Job description

Job Title: Trust Officer
Location: Greater Sioux Falls / Hybrid
Employment Type: Full-Time
Industry: Financial Services / Trust Administration
Compensation: $75,000 – $125,000, depending on experience

About Amicus Trust Company:
Amicus Trust Company provides expert trust administration with a focus on Settlement and Special Needs Trusts. We help protect and preserve assets for individuals who need long-term financial support, often following legal settlements. Our team works closely with families, attorneys, and caregivers to ensure compliance, transparency, and integrity in every trust we manage.

We are seeking a dedicated Trust Officer to join our growing team and manage a portfolio of trusts with professionalism, empathy, and precision.

Compensation & Benefits

• Salary: $75,000 – $125,000 (based on experience)
• Profit Sharing Plan
• 5% matching 401(k) contributions
• Paid time off & holidays
• Flexible work arrangements: in-office, remote, or hybrid
• Supportive, mission-driven team
• Ongoing professional development

Key Responsibilities

• Administer Settlement and Special Needs Trusts, ensuring compliance with trust documents, regulations, and fiduciary standards.
• Serve as primary contact for beneficiaries, families, attorneys, and stakeholders.
• Review and process disbursement requests, documenting decisions thoroughly.
• Coordinate with legal, financial, and benefits professionals to integrate trusts with government programs (SSI, Medicaid, SSDI).
• Maintain accurate records and ensure timely reporting, tax filings, and annual compliance reviews.
• Educate beneficiaries and families on trust terms, permissible expenses, and long‑term planning strategies.

Qualifications

• Bachelor’s degree in Finance, Accounting, Law, or related field; CTFA or similar certification is a plus.
• 2+ years of experience as a Trust Officer or fiduciary, ideally with Settlement and Special Needs Trusts.
• Strong knowledge of public benefits programs (SSI, Medicaid, SSDI) and trust interactions.
• Excellent interpersonal and communication skills, client‑focused and empathetic.
• Spanish‑speaking skills are a plus.
• High attention to detail, strong organizational and analytical abilities.
• Ability to manage multiple trusts and deadlines with professionalism and accuracy.
• Experience with trust accounting software is a plus.

Why Join Us

At Amicus Trust Company, you’ll make a real difference in people’s lives while growing your career in a supportive, mission‑driven environment. If you are detail‑oriented, compassionate, and experienced in trust administration, we want to hear from you!