Associate Trust Officer

3 weeks ago

Rapid City, United States South Dakota Trust Company LLC Full time

Due to growth and a commitment to customer service, South Dakota Trust Company is seeking a full-time Associate Trust Officer for its Rapid City location.

This individual is responsible for the day-to-day administration of a diverse book of complex personal trust accounts for high-net-worth individuals and families along with onboarding new trust relationships. In this role you will work closely with the account advisors, family office managers and individual clients.

As an Associate Trust Officer some of your responsibilities include:

Account Opening

  • Review account onboarding and legal documents.
  • Present new accounts to the Trust Committee for approval
  • Coordinate trust funding (e.g. life insurance policies, legal entities or bank/investment accounts)

Account Closing

  • Obtain all closing documentation.
  • Prepare account closing memorandum.
  • Work with Operations team to close the account.

Exam Preparation

  • Ensure all files are organized including proper documentation.
  • Answer administrative questions from the Division of Banking

Assets

  • Review market values to ensure there are no errors or discrepancies.
  • Ensure all asset documentation is obtained and vaulted.

Account Administration

  • Coordinate beneficiary distributions, trust investments, and bill pay.
  • Work with Operations to track and complete tax payments, insurance payments, etc.
  • Sign documents related to the trust account.
  • Vault all necessary trust documentation
  • Assist with various projects designed to improve trust administration.
  • Coordinate with billing department to collect account fees.
  • Review and coordinate client account statements.
  • Prepare internal account reviews including AML and other regulatory filings.
  • Delegate administrative tasks to Assistant Trust Officer


Tax

  • Collect and deliver all tax documentation to CPAs.
  • Communicate with CPAs regarding any IRS matters.
  • Track and coordinate tax filings and payment.


Qualifications:

The ideal candidate for this position possesses:

  • A bachelor’s degree and/or have three years of trust related experience. A legal degree, accounting degree, or professional certification is highly desired.
  • An understanding of estate planning, taxes and fiduciary law is preferred.
  • a self-starter attitude, ability to work independently at a high level, and must be able to take initiative to ensure deadlines are met.
  • Strong writing and verbal communication skills, time management, scheduling, organization, office skills, along with contributing to a team effort, are also necessary.
  • The ability to multi-task is critical.

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