Trust Officer

3 days ago

Sioux Falls, South Dakota, United States Longevity Holdings Full time

Life Insurance Trust Company (LITCO) is a South Dakota based Trust Company focused on the administration of Irrevocable Life Insurance Trusts (ILITs) and provides fiduciary services to grantors and beneficiaries of these trusts. Life Insurance Trust Company is a member of the Longevity Holdings LLC family of companies. Longevity Holdings is among the largest and best equipped servicers of Trust Owned Life Insurance in the United States. Our purpose is to empower parties to life insurance policies held in trust to make informed decisions and realize the full value of life insurance assets.

We are looking for a positive and energetic Trust Officer with an eagerness to learn and a passion for fiduciary and trust services. We offer a competitive benefits package, pay, and a positive work environment with a collaborative team focused approach.

Responsibilities: 

  • Review of trust documents for new business acceptance
  • Completion of annual account reviews
  • Assist with settlement and account cash flow activities
  • Answer client questions and resolve issues
  • Assist with opening and closing accounts
  • Serve on the Trust Committee
  • Administer ILITs in accordance with the Trust Company's Policies and Procedures
  • Assists with internal and external audit functions
  • Work closely with Life Insurance Trust Company's affiliate company on administration and remediation needs for policies held in trust
  • Other duties as assigned

Qualifications:

  • Bachelor's degree in business, accounting, finance or related field
  • 1-2 years' experience in trust, banking, life insurance, or financial services
  • Strong verbal and written communication skills
  • Ability to work in a fast-paced environment, multitask, and think critically
  • Prior trust administration or life insurance experience, CTFA, JD, or MBA (preferred)

This is an onsite position. All applicants must be able to work from our Sioux Falls, SD office 5 days/week.

A few benefits offered for full-time roles include:

  • Comprehensive health insurance, dental insurance, and vision coverage
  • Company-paid life insurance, short and long-term disability insurance
  • Generous PTO, paid holidays, and floating holidays
  • Summer hours: Participating employees will enjoy a half day every other Friday
  • Investment in career development including LinkedIn Learning and professional development funds

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

 

Equal Employment Opportunity

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

  • Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time or in the future.
  • No agency emails, calls, or solicitations are accepted without a valid agreement.

Our privacy notice is available

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