Trust Onboarding & KYC Specialist

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

Job summary

Trident Trust is seeking a Trust Onboarding Officer for our Sioux Falls office. You will support onboarding trust structures, explain the onboarding process and fees to clients and colleagues, and maintain critical data efficiently.

The role requires coordinating with multiple contacts, managing ongoing onboarding activities, and using Salesforce, Box, and D365 to track progress. Strong organizational and communication skills are essential.

Qualifications

• Associates degree in business, human resources, marketing or a related field.
• One year working in onboarding or other relevant administrative and client-centered experience.
• Working use of Microsoft Office Suite, Adobe, and willingness to learn new programs.

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

Communication

Organization

Data management

Education

Associates degree

Bachelor's degree

Tools

Microsoft Office Suite

Adobe

Salesforce

Box

Dynamics 365 (D365)

Job description

Trident Trust is seeking a Trust Onboarding Officer for our Sioux Falls office. You will support onboarding trust structures, explain the onboarding process and fees to clients and colleagues, and maintain critical data efficiently.

The role requires coordinating with multiple contacts, managing ongoing onboarding activities, and using Salesforce, Box, and D365 to track progress. Strong organizational and communication skills are essential.