Trust Officer: Settlement & Special Needs Impact

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

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