Operations Assistant

North Point Trust Company provides administrative trust services to clients who have established South Dakota trusts. We're a tight-knit organization of 15 employees, including a four-person trust operations team, which means the work here is varied, the environment is collaborative, and every team member's contribution is visible. Our culture is built on being go-getters: people who take initiative, pitch in where needed, and hold themselves accountable without a lot of oversight.

North Point Trust Company is looking for an Operations Assistant to support the trust operations team in the day-to-day administration of client accounts, entity records, and payment processing across a portfolio of trust-held entities and custodial accounts. This role is well suited to someone with 1-3 years of experience in financial services, trust operations, banking, paralegal support, or a related administrative role.

Prior industry experience is preferred but not required; the ideal candidate is highly organized, comfortable with financial and legal documentation, and able to follow established procedures with precision while flagging exceptions appropriately.

• Process checks, wires, and ACH transactions in accordance with established dual-control procedures.
• Prepare and route payment requests for review and approval.
• Maintain accurate wire and payment logs, and support daily reconciliation activities.
• Assist with bank reconciliations across custodial and operating accounts.

• Maintain and update entity records for LLCs and other trust-held entities, including status tracking.
• Track and support timely filing of franchise taxes and annual reports with applicable Secretary of State offices.

• Support invoicing and billing processes for client entities.
• Maintain organized digital and physical filing systems for account documentation.
• Help maintain and improve operational checklists, trackers, and workflow documentation.
• Provide backup support for other operations functions as needed.

No specific degree is required. An Associate's or Bachelor's degree in business, finance, or a related field is preferred, but candidates with equivalent relevant experience are welcome to apply.

• 1-3 years of experience in financial services, trust operations, banking, paralegal support, or a related administrative role is preferred; the team will provide training on internal systems and procedures.
• Proficiency in Microsoft Excel and Outlook, with comfort learning internal systems and software.
• Familiarity with trust administration, entity management, or corporate compliance filings is a plus, as is exposure to wire/ACH processing, dual-control payment environments, or Secretary of State filing and registered agent systems.
• Excellent written and verbal communication skills.
• Strong organizational skills and the ability to manage multiple recurring deadlines simultaneously, with the discretion to handle confidential and sensitive financial information appropriately.

• Attention to Detail
  - Works accurately with numbers, dates, and legal or compliance deadlines, and flags exceptions appropriately rather than letting them slip through.
• Discretion & Trustworthiness
  - Handles confidential client, entity, and financial information with judgment and care.
• Organization & Follow-Through
  - Keeps a portfolio of recurring deadlines, filings, and reconciliations on track without close supervision.
• Process Discipline
  - Follows established dual-control and compliance procedures with precision.
• Initiative & Team Support
  - Pitches in on other operations…