Trust Officer

15 hours ago

Rapid City, SD, United States gpac Full time
Job Description

Trust Officer

A Trust Officer is a banking professional who services trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.

Trust Officer Qualifications:
  • Bachelor’s degree or equivalent
  • JD and/or Masters degree
  • 5-7 years of relevant trust administration experience
  • Strong teammate who enjoys collaboration with internal partners
  • CTFA, CFP, CFA, CES, or equivalent
  • Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
Trust Officer Responsibilities:
  • Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
  • Actively participate in Trust Administrative Sub-Committee meetings
  • Perform administrative account reviews annually
  • Accountable for servicing and retention of existing accounts
  • Supervise and monitor new account establishment and funding
  • Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
  • Coordinate preparation of trust tax returns and agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
  • Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.)
  • This opportunity includes an excellent compensation and benefits package. This bank prides itself on retaining employees and has one of the best tenure backgrounds in the area.
Requirements:
  • Microsoft Excel skills required

Keep working and looking good while I help you make the right, discreet connections-

Vanessa.Wergin@gogpac.com

I am a recruiter and I love what I do...

I am driven to...

CONNECT.

I focus on a...

100% MATCH of company and talent...

call me CONFIDENTLY today...to start your best step ever...

(or to find that perfect new team member for hire)

605-809-8558

EXECUTIVE BANKING PLACEMENT EXPERT VANESSA WERGIN at direct line: 605-809-8558 TODAY

  • Assistant Trust Officer

    24 hours ago

    Rapid City, SD, United States JTC Group Full time

    EMPLOYMENT TYPE: Permanent DEPARTMENT: Private Client DIVISION: Private Client Services WORKPLACE STRUCTURE: Hybrid ROLE OVERVIEWPURPOSE OF JOB South Dakota Trust Company's business is designed toaccommodate the needs and desires of wealthy clients, both domestically andinternationally, providing "flexible, cost- effective, service-oriented...

  • Medical Assistant

    1 week ago

    Rapid City, SD, United States Trusted Medical Full time

    Medical Assistant Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera (www.edera.com). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments required by the Veteran Affairs (VA) to receive benefits. Help serve those who have...

  • Optometrist

    1 week ago

    Rapid City, SD, United States Trusted Medical Full time

    Opportunity Details W2 Full-Time Optometrist Rapid City, SD Optometrist (Part-Time) Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera (www.edera.com). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments required by the...

  • Optometrist

    6 days ago

    Rapid City, SD, United States Trusted Medical Full time

    Opportunity Details W2 Full-Time Optometrist Rapid City, SD Optometrist (Part-Time) Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera (www.edera.com). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments required by the...

  • Optometrist

    1 day ago

    Rapid City, SD, United States Trusted Medical Full time

    Opportunity Details W2 Full-Time Optometrist Rapid City, SD Optometrist (Part-Time) Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera (www.edera.com). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments required by the...

  • Part Time- Nurse Practitioner

    1 week ago

    Rapid City, SD, United States Trusted Medical, LLC Full time

    Nurse Practitioner Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera (www.edera.com). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments required by the Veteran Affairs (VA) to receive benefits. Help serve those who have...

  • Nurse Practitioner

    1 week ago

    Rapid City, SD, United States Trusted Medical, LLC Full time

    Nurse Practitioner- $2,500 Sign On Bonus. Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera (www.edera.com). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments required by the Veteran Affairs (VA) to receive benefits....

  • Nurse Practitioner

    1 week ago

    Rapid City, SD, United States Trusted Medical Full time

    Opportunity Details W2 Full-Time Nurse Practitioner Rapid City, SD Nurse Practitioner- $2,500 Sign On Bonus. Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera ( ). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments...

  • Nurse Practitioner

    2 weeks ago

    Rapid City, SD, United States Trusted Medical Full time

    Opportunity Details W2 Full-Time Nurse Practitioner Rapid City, SD Nurse Practitioner- $2,500 Sign On Bonus. Trusted Medical, PLLC About us Trusted Medical, PLLC is the clinical care delivery affiliate of Edera ( ). We specialize in serving Veterans by reducing wait times for them to gain access to disability screens and separation health assessments...

  • Customer Success Manager

    1 week ago

    Rapid City, SD, United States Property Meld Full time

    Customer Success Manager Location: Rapid City SD (In Office) TLDR: If you are a relationship builder who thrives in ambiguity, thinks like a strategist, communicates like a pro, and owns outcomes like an operator, we want you. We are not here to just improve maintenance. We are here to transform it. Our platform is already loved by many, but we are building...