Trust Onboarding Officer

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 a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire a Trust Onboarding Officer.

The Trust Onboarding Officer will support the company in onboarding trust structures. This person will effectively explain to clients and colleagues the onboarding process as well as communicate fees to both parties. This person should effectively organize and maintain important data. If you have extensive administrative experience and would like to gain new skills in a new and challenging area.

Role & Responsibilities:

• Possess a firm understanding of the trust and company onboarding document, duediligence, 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.

Minimum 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.
• Basic understanding of trust documents and related fiduciary terms.

Preferred Qualifications:

• Bilingual (fluently speaking, reading and writing in Spanish).
• Bachelor's degree.
• Strong, professional, verbal, and written communication skills.
• Excellent organizational and time management skills with an innate attention to detail.
• Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
• Quick learner with the ability to take direction, work as a team and independently.
• Ability to work with clients to facilitate administrative duties.

Compensation:

An attractive compensation package with benefits is available. This will be based upon the successful candidate's relevant experience and overall suitability for the position.

EQUAL EMPLOYMENT OPPORTUNITY

Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment,including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Trident Trust is committed to providing an inclusive hiring process. If you require a reasonable accommodation to participate in the application or interview process, please reply to the automated email you receive after submitting your application. A member of our Human Resources team will review your request and contact you directly.