Trust & Wealth Administrative Assistant

DACOTAH BANK; Rapid City (SD); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Health Savings Account

Life Insurance

Paid Vacation and Sick Time

Retirement Plan Options

Additional Perks and Benefits

Job summary

DACOTAH BANK seeks an Assistant to Trust and Wealth Management Advisors in Rapid City, SD. You will support account administration, prepare client meeting materials, and maintain records while liaising with clients, attorneys, and advisors end-to-end.

The role emphasizes professionalism, confidentiality, and accuracy, with opportunities to assist on trust administration, distributions, and onboarding. A strong client-service orientation is essential, backed by Microsoft Office proficiency.

Qualifications

• 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.

Responsibilities

• 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.
• 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.
• 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.

Skills

Administrative support

Client relations

Time management

Communication

Confidentiality

Education

Associate's degree in Business, Finance, Accounting, Communications, or related field

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Rapid City D, SD
Rapid City, SD 57709, USA

• Employee
• Full-Time
• Requisition #: TRUST002759

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.