Assistant Trust Officer
4 weeks ago
Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.
Responsibilities
Review and analyze monthly investment advisor performance
Interface with investment advisors to manage client distributions and cash management
Perform annual trust investment reviews
Perform annual trust administrative reviews
Prepare trust accounts for annual internal and regulatory audits
Manage all client and trust information through proprietary trust management software
Review all new trust documents to ensure they conform to South Dakota law
Develop strong interpersonal relationships with all trust beneficiaries to better understand their needs and
personal issues
Perform client onboarding and due diligence including OFAC and AML compliance
Gather and manage tax compliance for all trusts on an annual basis
Qualifications
Strong attention to detail
Excellent communication skills
Ability to follow-up in a timely manner
Strong ability to multi-task
Ability to work proactively and independently
Organizational and problem-solving skills
Knowledge with working with Salesforce and trust accounting software
Legal, investment management, tax and accounting background to better manage book of trusts
Ability to see beyond an isolated task or project and anticipate project outcomes and issues to improve ongoing
work habits.
by Jobble
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