Trust Officer

JTC Group; South Dakota; Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

JTC Group is seeking a Trust Officer in South Dakota to manage and administer trust accounts in compliance with fiduciary obligations. You will maintain strong relationships with PTC partners and trusted advisors while coordinating with legal, tax, and investment professionals to meet regulatory reporting requirements.

The role requires a bachelor’s degree in finance, business, law, or related field and a minimum of 3 years’ experience in trust administration or wealth management.

Qualifikationen

• Bachelor's degree in finance, business, law, or related field required or strongly preferred.
• Minimum of 3 years of experience in trust administration, estate planning, or wealth management.
• Strong understanding of fiduciary responsibilities and tax implications.

Aufgaben

• Administer and manage trust accounts in compliance with fiduciary laws and regulations.
• Serve as primary contact for PTC partners and trusted advisors.
• Develop and implement trust strategies tailored to clients’ needs.
• Review trust documents and ensure adherence to grantor's intent.
• Coordinate with legal, tax, and investment professionals to fulfill filing requirements.
• Monitor distributions and account activity for compliance.
• Prepare and present reports on trust activities to partners and beneficiaries.

Kenntnisse

Client relationship management

Analytical thinking

Organizational skills

Communication

Confidentiality

Ausbildung

Bachelor's degree in finance, business, law, or related field

Tools

Trust accounting systems

Financial software

Jobbeschreibung

USA - South Dakota, 201 South Phillips Avenue

South Dakota Trust Company’s business isdesigned to accommodate the needs and desires of wealthy clients, bothdomestically and internationally, providing “flexible, cost- effective,service-oriented trust administration” in the #1 rated domestic trustjurisdiction. SDTC’s core focus is to serve families’ individual goals, whilepreserving family wealth in perpetuity.

The Trust Officer is responsible formanaging and administering trust accounts, ensuring compliance with legal andfiduciary obligations while maintaining strong relationships with our trustedpartners. This role involves overseeingtrust operations, working with SDTC’s PTC partners to fulfill the regulatoryand reporting requirements.

MAIN RESPONSIBILITIES AND DUTIES

• Administer and manage trust accounts, ensuring compliance with fiduciary laws, policies, and regulations.
• Serve as the primary point of contact for PTC partners, trusted advisors, providing exceptional service and addressing inquiries.
• Develop and implement trust strategies tailored to clients’ financial and estate planning needs.
• Review trust documents, interpret terms, and ensure adherence to the grantor’s intent.
• Coordinate with legal, tax, and investment professionals to ensure all necessary filing requirements are fulfilled.
• Monitor distributions, and account activities, ensuring compliance with trust provisions.
• Prepare and present reports on trust activities to SDTC’s PTC partners and trust beneficiaries.

ESSENTIAL REQUIREMENTS

• Bachelor’s degree in finance, Business, Law, or a related field (CTFA, CFP, or CPA designation is a plus).
• Minimum of 3 years of experience in trust administration, estate planning, or wealth management.
• Strong understanding of fiduciary responsibilities, estate planning principles, and tax implications.
• Excellent client relationship management skills with a focus on confidentiality and trust.
• Strong analytical, problem-solving, and organizational skills.
• Proficiency in trust accounting systems and financial software.
• Effective communication and interpersonal skills.
• Ability to work collaboratively with internal and external stakeholders.

OUR COMMITMENT TO INCLUSION &WELLBEING

JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives,backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.

Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.

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