Trust & Wealth Administrative Assistant

DACOTAH BANK; Aberdeen (SD); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Health Savings Account

Life Insurance

Paid Vacation and Sick Time

Retirement Plan Options

Perks and Benefits

Job summary

DACOTAH BANK seeks an Assistant to Trust and Wealth Management Advisors to provide administrative and client service support. You will assist with account administration, prepare client materials, manage documents, and support day-to-day trust and wealth management functions.

Ideal candidates have 2+ years in administrative or banking support, strong organizational skills, and proficiency with MS Office. The role involves confidentiality and professional client interactions, with growth

Qualifications

• Associate degree or higher in a related field preferred.
• 2+ years of administrative or banking/wealth management support experience preferred.
• Strong organizational and communication skills; ability to handle confidential information.

Responsibilities

• Serve as primary client contact for routine inquiries and account requests.
• Coordinate client meetings, calls, and reviews; prepare meeting materials.
• Draft correspondence, reports, and client communications; maintain records.
• Support trust account administration and documentation; monitor activities.

Skills

Administrative support

Customer service

Time management

Communication

Confidentiality

Microsoft Office Suite

Education

Associate's degree (Business/Finance/Accounting/Communications)

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

Job Summary

The Assistant to Trust and Wealth Management Advisors provides administrative and client service support to Trust and Wealth Advisors. This position plays a key role in delivering exceptional client experiences by assisting with account administration, preparing client meeting materials, managing documentation, maintaining accurate records, and supporting day-to-day trust and wealth management functions.

Essential Functions

Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.

Client Service & Administrative Support

• Serve as a primary point of contact for clients regarding routine inquiries and account requests.
• Schedule and coordinate client meetings, calls, and reviews.
• Assist in preparing client presentation materials, financial reports, and meeting packets.
• Facilitate communication between clients, advisors, attorneys, accountants, and other professional partners.
• Ensure a high level of professionalism, confidentiality, and responsiveness in all client interactions.
• Manage calendars, appointments, and meeting logistics for advisors.
• Maintain electronic and physical client files.
• Draft correspondence, reports, and client communications.
• Process incoming and outgoing mail and maintain records retention standards.
• Support special projects and departmental initiatives as assigned.

Trust & Wealth Management Support

• Assist with trust account administration and maintenance.
• Prepare and process trust-related documentation and account forms.
• Monitor account activities and follow up on outstanding items.
• Maintain accurate client and trust records in accordance with regulatory and company requirements.
• Assist with distributions, transfers, and other trust transactions as directed.
• Support wealth advisors with client onboarding and account setup.
• Assist with gathering financial information and documentation.
• Prepare account review materials and performance reports.
• Coordinate processing of account maintenance requests and client service transactions.
• Monitor workflow and ensure timely completion of service requests.

Compliance & Risk Management

• Ensure adherence to internal policies, regulatory requirements, and fiduciary standards.
• Maintain confidentiality of sensitive client and financial information.
• Assist with audit requests, compliance reviews, and documentation requirements.
• Stay current on procedures related to trust and wealth management operations.

Education & Experience

• Associate's degree in Business, Finance, Accounting, Communications, or related field preferred.
• Bachelor's degree preferred.
• 2+ years of administrative, banking, trust, wealth management, financial services, or related experience preferred.
• Experience supporting advisors or working with high-net-worth clients is a plus.
• Strong organizational and time-management skills.
• Excellent verbal and written communication abilities.
• Exceptional attention to detail and accuracy.
• Ability to maintain confidentiality and professionalism.
• Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Ability to prioritize multiple tasks and meet deadlines.
• Strong customer service and relationship-building skills.
• Working knowledge of trust administration, investments, and financial services preferred.

We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including:

• Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
• Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
• Health Savings Account
• Life Insurance for the employee and family
• Paid Vacation and Sick Time
• Retirement Plan Options
• Additional Perks and Benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.