Wealth Management Trust Officer

CorTrust Bank

Sioux Falls (SD)

On-site

USD 70,000 - 110,000

Full time

4 days ago
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Benefits offered by this job

401k match
ESOP
Insurance options
Paid time off
Service awards
Community service opportunities
Employee Assistance Program

Job summary

CorTrust Bank in Sioux Falls seeks a full-time Trust Officer to support the Wealth Management team through trust account administration and client relationship management.

Responsibilities include reviewing governing instruments, ensuring compliance with laws, and coordinating with staff to deliver exceptional service and timely account processing.

The ideal candidate combines fiduciary knowledge with integrity and the ability to manage multiple priorities in a community bank setting.

Qualifications

  • Experience in administering trusts and fiduciary accounts.
  • Ability to interpret governing instruments and duties of trustees.
  • Knowledge of applicable trust laws and regulations.

Responsibilities

  • Administer trust accounts, including setup and maintenance.
  • Prepare and review trust documents, reports, and correspondence for accuracy and compliance.
  • Provide back-up support for Wealth Management functions and client servicing.
  • Assist with marketing activities, seminars, and client presentations.
  • Ensure timely processing of deposits, distributions, and transfers per governing documents.

Skills

Trust administration
Client relationship management
Regulatory compliance
Attention to detail

Job description

CorTrust Bank in Sioux Falls seeks a full-time Trust Officer to support the Wealth Management team through trust account administration and client relationship management.

Responsibilities include reviewing governing instruments, ensuring compliance with laws, and coordinating with staff to deliver exceptional service and timely account processing.

The ideal candidate combines fiduciary knowledge with integrity and the ability to manage multiple priorities in a community bank setting.

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