Trust Onboarding & Client Intake Specialist

Trident Trust; Sioux Falls (SD); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive benefits

Growth opportunities

Job summary

Trident Trust in Sioux Falls, SD is hiring a Trust Onboarding Officer to support onboarding of trust structures. You will explain onboarding processes to clients and colleagues and communicate fees for implementation, while organizing and maintaining data in Salesforce, Box, and D365.

This role requires meticulous administration and the ability to manage multiple onboarding cases with accuracy. The ideal candidate has at least an associates degree and one year of onboarding or related

Qualifications

• Associates degree in business, human resources, marketing or a related field.
• One year onboarding or other relevant administrative and client-centered experience.
• Working knowledge of Microsoft Office Suite and Adobe; willingness to learn new programs.
• Basic understanding of trust documents and related fiduciary terms.

Responsibilities

• Possess a firm understanding of the trust and company onboarding document, due diligence, and KYC requirements for all structures and parties.
• Conduct a complete review of all onboarding, due diligence and KYC document submissions accurately and in a timely manner, generally the same or next business day.
• Identify all key contacts in a relationship involved in onboarding and manage those ongoing relationships.
• Effectively communicate fees to both clients and internal parties for implementation.
• Communicate effectively with other business lines to solicit the review of onboarding or KYC documentation, accommodate special billing or other requests, and facilitate account handoffs.
• Independently and effectively organize and manage a book of actively onboarding trust structures.
• Maintain all client and structure-related data in Salesforce and Box.
• Create and manage opportunities in D365.

Skills

Attention to detail

Verbal and written communication

Time management

Client-facing communication

Education

Associates degree in business or related field

Bachelor's degree (preferred)

Tools

Microsoft Office Suite

Adobe

Job description

Trident Trust in Sioux Falls, SD is hiring a Trust Onboarding Officer to support onboarding of trust structures. You will explain onboarding processes to clients and colleagues and communicate fees for implementation, while organizing and maintaining data in Salesforce, Box, and D365.

This role requires meticulous administration and the ability to manage multiple onboarding cases with accuracy. The ideal candidate has at least an associates degree and one year of onboarding or related