Trust Operations Specialist — Wealth Management

bgmgroup; Sioux Falls (SD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive benefits package

401(k)

Paid time off

Job summary

BGM Group in Sioux Falls is seeking an Operations Associate to support their Trust Administration team. The role involves managing operational workflows and ensuring accuracy in trust and investment accounts. The ideal candidate will be organized and detail-oriented, with strong analytical skills.

This position offers a collaborative environment focused on process improvement within a culture that values teamwork. Join us to contribute to the administration of trusts and support client legacies while enjoying meaningful work and career growth.

Qualifications

• Minimum of five years of operations experience within a relevant environment.
• Understanding of securities processing and trust accounting.
• Local market experience preferred.

Responsibilities

• Manage operational workflows for trust and investment accounts.
• Reconcile internal fiduciary accounts and resolve discrepancies.
• Proactively review and recommend improvements to operational processes.

Skills

Strong analytical and problem-solving skills

Excellent organizational and time management abilities

Effective communication skills

Education

Bachelor's degree in Accounting, Business Administration, Economics, Finance, or a related field

Job description

BGM Group in Sioux Falls is seeking an Operations Associate to support their Trust Administration team. The role involves managing operational workflows and ensuring accuracy in trust and investment accounts. The ideal candidate will be organized and detail-oriented, with strong analytical skills.

This position offers a collaborative environment focused on process improvement within a culture that values teamwork. Join us to contribute to the administration of trusts and support client legacies while enjoying meaningful work and career growth.