Trust Officer

Trust Officer

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Our Sioux Falls, SD office has an exciting opportunity for a Trust Officer! The Trust Officer is responsible for administering a portfolio of trust accounts, including complex and high-value relationships, in accordance with governing documents, company policies, and regulatory requirements. The role exercises independent judgment and partners with internal teams to ensure high-quality client service, operational accuracy, and compliance. This position may assist in training and oversight of Trust Administrators and/or Administrative Assistants but has no direct reports.

This role is an on-site position located at 5006 S Broadband Ln Unit 110, Sioux Falls, SD 57108.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $ to $, exclusive of bonuses and benefits. This role is also eligible to participate in the annual corporate bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• Client and Account Administration
• Risk, Compliance & Governance
• Communication and Team Support
• Additional Expectations

Education/Qualifications

• 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 with the ability to successfully interact with people at all levels of the organization.
• Strong organization and attention to detail.
• Experience with Microsoft Office suite.
• Salesforce experience a plus.

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements:
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.