Trust Operations Specialist - Client Service

First Trust Company, LLC; Rapid City (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health insurance

Vision insurance

Short- and long-term disability indemn

Life insurance

Paid time off

Holiday paid time off

Job summary

First Trust Company, LLC in Rapid City, SD (or Bozeman, MT) seeks a detail-oriented professional to assist trust officers with estate administration, client requests, and risk management. You will coordinate correspondence, reviews, and tax coordination while maintaining high precision in a fast-paced environment.

You will thrive in a client-facing role, collaborating with trusted advisors and staff to ensure timely deliverables and accuracy across fiduciary tasks in a growing trust operation.

Qualifications

• Bachelor’s degree in business, accounting, or finance; CPA preferred.
• 2-4 years hands-on experience in trust administration or comparable experience.
• Strong analytical and numerical abilities with attention to detail.
• Excellent verbal and written communication to liaise with clients and advisors.
• Ability to manage multiple tasks with prioritization and accuracy.
• Familiarity with trust agreements, compliance, and fiduciary duties.

Responsibilities

• Assist trust officers with annual administrative and investment account reviews.
• Complete new account onboarding and account closing duties.
• Review and process trust tasks with high attention to detail.
• Prepare and send written correspondence to clients and advisors.
• Respond to client requests promptly and relay critical issues to officers.
• Manage special projects with minimal oversight.
• Assist with fiduciary tax processing and compliance tasks.
• Collaborate with staff to support trust operations and risk management.

Skills

Attention to detail

Analytical skills

Numbers aptitude

Verbal and written communication

Client-facing

Prioritization

Team collaboration

Problem solving

Education

Bachelor’s degree in business, accounting, or finance

CPA preferred

Job description

First Trust Company, LLC in Rapid City, SD (or Bozeman, MT) seeks a detail-oriented professional to assist trust officers with estate administration, client requests, and risk management. You will coordinate correspondence, reviews, and tax coordination while maintaining high precision in a fast-paced environment.

You will thrive in a client-facing role, collaborating with trusted advisors and staff to ensure timely deliverables and accuracy across fiduciary tasks in a growing trust operation.