Trust Operations Officer
1 week ago
About the Company:
Founded in 2002, South Dakota Trust Company LLC (SDTC), a JTC Group company, provides pure trust administration services. With trust assets currently totaling USD $155 billion, SDTC works with whomever the client wishes regarding investments, insurance and custody of the trust assets, and it also administers trusts holding all types of non-financial assets globally.
As a result of South Dakota’s top-rated trust, tax, privacy, asset protection and private trust company laws, SDTC works with families and their advisors in almost all U.S. states and over 50 countries.
This position provides advance-level support to Trust Administrative staff. The Trust Operations Officer will assist 1-2 Trust Administration teams. Responsibilities include, but are not limited to, adding/removing trust holdings on the trust accounting system, scheduling payments, calculating amortization schedules, providing client statements, assisting with tax mailings and payments, and maintaining trust documentation.
Requirements:
- A bachelor’s degree or equivalent work experience in accounting, business administration, finance, or related field is preferred.
- Prior Trust Operations experience desired, but not required.
- A self-starter, who can work independently at a high level, and must be able to take initiative to ensure deadlines are met.
- Strong writing and verbal communication skills.
- Superb time management, scheduling, organization, computer skills, office skills, along with contributing to a team effort, are also necessary.
- Proficiency in Microsoft Excel and Outlook.
- Ability to multi-task is critical.
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