Director of Operations

Who We are:

Cornerstone Private Asset Trust Company, LLC, is a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living wills.

This role will act as Compliance Officer for Cornerstone as well as oversee all aspects of Trust Operations function. This includes designing and implementing operations systems to streamline business operations and maximize revenue. This role requires ability to manage process and people as well as efficiently translate strategic vision into actionable tasks. This person is the AML/BSA expert internally and creates actionable and proactive compliance policy and procedure to mitigate risk.

This position is hybrid with some in office expectation as well as opportunity to work remotely. Candidate must live in, or be open to relocating to Sioux Falls, SD.

• Oversees all aspects of Trust Operations function
• Responsible for the leadership of all Trust Operations and Administrative staff
• Manages, implements and owns all technology solutions including updates and employee training; research and recommend changes when necessary
• Manage new initiatives and efficiency projects
• Responsible for compliance and due diligence including monthly, quarterly and annual process and creating internal audit program
• AML/BSA Compliance Officer
• Quarterly and annual reporting for SDDB
• Prepare and participate in annual audits
• Responsible for continuous improvement including constantly analyzing existing processes and optimizing for accuracy and efficiency
• Independently identify priorities and opportunities for interdepartmental improvements
• Ability to analyze data to help drive decision making
• With direction from President, implement business strategy

• AML/BSA Expertise Required
• Expertise in trust operations required
• Demonstrated ability to provide quality and proactive solutions to clients
• Ability and desire to help grow the organization while maintaining exemplary client service
• Desire to proactively ask for and take feedback on performance and ability to implement changes as necessary
• Willingness to promote to a small office environment which can, at times, include contributing in ways that may not directly correlate to the candidate’s skill set or job description
• Excellent organizational and interpersonal skills
• Creative problem-solving ability
• Ability to exercise professional and technical discretion on matters of significance
• Demonstrated ability to manage multiple tasks simultaneously and problem solve
• Strong written and communication skills
• Meticulous follow-up skills
• Excellent verbal and written communication skills
• Excellent customer service skills
• Exceptional attention to detail
• Time management skills with a proven ability to meet deadlines
• Analytical and problem-solving skills
• Strong supervisory and leadership skills
• Ability to prioritize tasks and to delegate them when appropriate
• Ability to function well in a high-paced and at times stressful environment
• Proficient with Microsoft Office Suite or related software

• If you like the idea of working in a small team environment
• If you have a passion for compliance and leadership
• If you are driven, detail oriented, and have fresh ideas and enthusiasm at work
• If you enjoy a challenge and are open to building a department, process and procedures

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 18 days paid time off, 8 paid holidays.
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company…