Trust Operations Assistant — Private Client (Hybrid)

JTC Group

Sioux Falls (SD)

Hybrid

USD 55,000 - 75,000

Full time

4 hours ago

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Job summary

South Dakota Trust Company in Sioux Falls, SD, seeks an Assistant Trust Officer to support the administration and management of trust accounts, ensuring compliance with regulatory requirements and internal policies. The role involves assisting in trust operations, client relationship management, and facilitating trust transactions.

The ideal candidate has 0–3 years in trust administration, a relevant degree, and strong analytical and communication skills.

Qualifications

Bachelor's degree in finance, law, business administration, or related field; preferred but not required.
0–3 years of experience in trust administration, fiduciary services, or related financial services.
Knowledge of trust structures, estate planning, and relevant regulations.
Strong analytical and detail-oriented mindset.
Excellent communication and client service abilities.
Proficiency in trust management software and MS Office Suite.

Responsibilities

Assist in administration of trust accounts, including record-keeping, asset management, and reviews.
Support Trust Officer to ensure compliance with legal, regulatory, and fiduciary standards.
Liaise with clients, beneficiaries, legal representatives, and stakeholders to address inquiries and facilitate operations.
Prepare trust-related documentation, reports, and correspondence as required.
Monitor and review trust activities to ensure proper management and adherence to policies.
Coordinate with legal, compliance and finance to maintain trust integrity.
Assist in trust account audits and periodic reporting.