Trust Officer

3 weeks ago


Sioux Falls, South Dakota, United States CISA Trust Full time
CISA Trust - Trust Officer Job Description

This role involves administering trust accounts for clients, ensuring compliance with the trust instrument, relevant regulations and legal standards.



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.


This is an excellent opportunity for a proactive trust officer with strong problem-solving skills, excellent communication, and meticulous attention to detail to contribute to the growth and success of CISA Trust.



Please submit your resume and a cover letter outlining your relevant experience.



About CISA Trust

CISA Trust is a reputable trust company that values professionalism, integrity, and customer service.



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