Trust Officer
4 weeks ago
Location: Sioux Falls, South Dakota, USA
Employment Type: Full-Time
Role Overview:
The Trust Officer will administer trust accounts for clients, ensuring compliance with the trust instrument, relevant regulations and legal standards. The candidate should possess 3 to 5 year’s experience, and should be able to work with a high degree of autonomy. This position is ideal for a professional with prior experience in trust administration who is looking to take on more responsibility in managing complex trust structures.
Key Responsibilities:
- Deal directly with clients or their financial intermediaries, such as attorneys or accountants.
- Handle client inquiries and requests, provide a high level of service to clients.
- Conduct regular account reviews and ensure compliance with relevant laws and regulations.
- Prepare and maintain accurate trust documentation and records.
- Collaborate with legal, financial, and tax professionals to optimize trust management.
Requirements:
- Degree in law, Finance, Business Administration, or accounting.
- 3-5 years previous work experience in trust administration.
- Thorough understanding of trusts, estate planning, and fiduciary duties.
- Excellent organizational skills and attention to detail.
- Strong communication skills, both written and verbal.
- Proven track record with a reputable trust company.
If you are a proactive trust officer with strong problem-solving skills, excellent communication, and meticulous attention to detail, we invite you to apply for this exciting opportunity to contribute to the growth and success of CISA Trust. Please submit your resume and a cover letter outlining your relevant experience to info@cisatrust.com or cjensen@cisatrust.com
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