Trust Officer

Job Overview

Wealth Enhancement is an independent wealth management firm that serves over 90,000 households nationwide. We are seeking a Trust Officer to administer a portfolio of trust accounts, including complex and high‑value relationships, from our Sioux Falls, SD office.

On‑site position at 5006 S Broadband Ln Unit 110, Sioux Falls, SD 57108.

Client and Account Administration

• Serve as the primary contact for clients, advisors, and external partners.
• Answer client questions, coordinate delivery of services, and oversee distributions, transactions, and daily account activity.
• Maintain ongoing client communication and service delivery.
• Review account activity, statements, and fee collection.
• Oversee tax preparation process, annual account reviews, and ensure audit‑ready documentation.
• Process asset additions, transfers, revocations, and onboarding/closing packages.
• Ensure timely completion of all assigned projects.

Risk, Compliance & Governance

• Adhere to company policies, procedures, and regulatory requirements including BSA/AML.
• Support audits, exams, and regulatory interactions.
• Complete annual administrative, risk, and investment reviews.
• Prepare and present discretionary requests to committees, promoting a strong compliance culture and process improvements.

Team Support & Communication

• Assist in training and mentoring assigned team members.
• Participate in department meetings and initiatives, supporting process consistency and operational improvements.
• Partner with financial advisors and clients’ attorneys on trust and estate matters.
• Coordinate with external client advisors, including accountants, attorneys, and family offices.

Additional Expectations

• Maintain knowledge of trust laws and industry practices; pursue continuing education.
• Manage competing priorities in a dynamic environment.
• Perform other duties as assigned.

• Bachelor’s degree (or equivalent experience) required.
• Minimum of 3 years’ experience as a Trust Officer (preferred).
• A Certified Trust Financial Advisor designation (preferred).
• Well‑developed written and verbal communication skills; ability to interact with all levels of the organization.
• Strong organization and attention to detail.
• Experience with Microsoft Office suite;
  Salesforce experience a plus.

Base Salary: $–$ per year, exclusive of bonuses and benefits. The position is also eligible to participate in the annual corporate bonus plan.

Full Salary Grade: $87,400.00–$ (pay transparency disclosure).

Benefits include:

• Health, dental, and vision coverage (full‑time employees & families).
• Health Savings Account (HSA) with employer contribution.
• Flexible Spending Accounts for medical, dependent, and transit expenses.
• Life and AD&D insurance – employer paid and voluntary options.
• Short‑term and long‑term disability, worker’s compensation – employer paid.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• Paid time off: 18 days PTO annually (25 PTO days after 4 years of service).
• 12 paid holidays each year (10 predetermined + 2 floating).
• Paid parental leave and paid caregiver leave (after 6 months of tenure).
• Tuition, licensing, and other credential reimbursement (after meeting service requirements).

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.