Trust Officer II — Estate & Wealth Planning

First Interstate Bank; South Dakota; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

PTO and paid holidays

Student debt repayment

401(k) with 6% match

Job summary

First Interstate Bank is seeking a Trust Officer II to manage a portfolio of client accounts and deliver a broad range of trust and estate planning services. You will handle trusts, estates, conservatorships, IRA accounts, and coordinate with Wealth Advisors to build comprehensive financial plans.

You will review trust documents, oversee onboarding/termination, and maintain ongoing client communications while ensuring compliance with applicable laws and bank policies.

Qualifications

• Requires ability to communicate clearly in writing and verbally.
• Experience with trust administration, estates, or related field preferred.
• Bachelor’s degree in Accounting/Finance or related field is preferred.

Responsibilities

• Maintains and administers a full book of trust accounts in compliance with policies and regulations.
• Administers personal trusts, reviews trust agreements and related documents.
• Assists in administration of estates, asset distribution and claims resolution.
• Oversees onboarding and termination of client accounts.
• Identifies and manages risks related to client accounts and regulatory requirements.
• Works with Wealth Advisors to develop comprehensive financial and estate plans.
• Ensures accurate tax filings and documentation with legal and tax professionals.
• Provides excellent client service and maintains detailed account records.

Skills

Communication

Teamwork

Attention to detail

MS Office

Financial knowledge

Legal documentation

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Job description

First Interstate Bank is seeking a Trust Officer II to manage a portfolio of client accounts and deliver a broad range of trust and estate planning services. You will handle trusts, estates, conservatorships, IRA accounts, and coordinate with Wealth Advisors to build comprehensive financial plans.

You will review trust documents, oversee onboarding/termination, and maintain ongoing client communications while ensuring compliance with applicable laws and bank policies.