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Wealth Enhancement Group5 days ago

Trust Officer

$110,000–$120,000 year

On-site · Sioux Falls, South Dakota, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Large

Job Summary

Trust Officer responsible for administering a portfolio of trust accounts, including complex and high-value relationships, in accordance with governing documents, company policies, and regulatory requirements. Acts as the primary contact for clients, advisors and external partners; coordinates distributions, transactions and daily account activity; maintains audit-ready documentation; supports training and mentoring of Trust Administrators/Administrative Assistants; ensures compliance with BSA/AML and regulatory requirements; collaborates with Financial Advisors and clients’ attorneys on trust and estate matters; on-site at the Sioux Falls, SD office; base salary range $110,000–$120,000 with eligibility for annual bonus; comprehensive benefits and opportunities for professional development. Education/experience requirements include a Bachelor's degree and a minimum of 3 years’ experience as a Trust Officer (CTFA designation preferred).

Required Qualifications

  • Bachelor's degree (or equivalent experience) required
  • Minimum of 3 years’ experience as a Trust Officer (preferred)
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$110k – $120k / yr

Trust Officer · Wealth Enhancement Group

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