Sr. Trust Officer

Join to apply for the Sr. Trust Officer role at Longevity Holdings, Inc.

The Life Insurance Trust Company (LITCO) is a fast-growing organization and the country’s largest corporate trustee for irrevocable life insurance trusts (ILITs). Our team specializes in all aspects of managing life insurance trusts while delivering superior results for grantors and beneficiaries.

We are looking for a positive and energetic individual with 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.

• 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

• Degree in accounting, JD, finance, business or related field
• 4-5 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

• CTFA, CFA, CFP or MBA designation
• Experience administering life insurance trusts

This is an onsite position. All applicants must be able to work from our Sioux Falls, SD office 5 days/week. Hybrid work options may be available after 9 months of training.

• 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 Linked In Learning and professional development funds

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twenty first, Longevity Trading & Analytics, and Lex Serv) 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.

Longevity current has offices in these locations:
Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Bethesda, MD, and Omaha, NE.

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.

• 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.
• No agency emails, calls, or solicitations are accepted without a valid agreement.

Our privacy notice is available at

Seniority level:
Mid-Senior level

Employment type:

Full-time

Job function:
Finance and Sales

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