Trust Officer - Hybrid (Settlement & Special Needs)

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

Benefits offered by this job

Profit sharing

401(k) matching

Paid time off & holidays

Flexible work arrangements

Professional development

Supportive team

Job summary

Amicus Trust Company in Sioux Falls area is seeking a dedicated Trust Officer to manage a portfolio of settlements and Special Needs Trusts with professionalism and empathy.

In this hybrid, full-time role you will administer trusts, serve as the main contact for beneficiaries and families, and coordinate with legal and financial professionals to ensure compliance and accurate reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Law, or related field.
• 2+ years as a Trust Officer or fiduciary experience.
• Knowledge of public benefits programs (SSI, Medicaid, SSDI).

Responsibilities

• Administer Settlement and Special Needs Trusts.
• Serve as primary contact for beneficiaries, families, attorneys, and stakeholders.
• Review and process disbursement requests.
• Coordinate with legal, financial, and benefits professionals.
• Maintain accurate records and timely reporting.
• Educate beneficiaries and families on trust terms and planning.

Skills

Interpersonal skills

Attention to detail

Multitasking

Empathy

Spanish speaking

Education

Bachelor’s degree in Finance/Accounting/Law

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!