Assistant Trust Officer – Private Client

USA - South Dakota, 212 South Main Avenue

USA - South Dakota, 212 South Main Avenue Private Client

South Dakota Trust Company’s business is designed to accommodate the needs and desires of wealthy clients, both domestically and internationally, providing “flexible, cost- effective, service-oriented trustadministration” in the #1 rated domestic trust jurisdiction. SDTC’s core focusis to serve families’ individual goals, while preserving family wealth inperpetuity.

The Assistant Trust Officer will support the administration and management of trust accounts, ensuring compliance with regulatory requirements and company policies. This role involves assisting intrust operations, client relationship management, and facilitating trusttransactions efficiently.

MAIN RESPONSIBILITIES AND DUTIES

• Assist in the administration of trust accounts, including record-keeping, asset management, and account reviews.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations.
• Prepare trust-related documentation, reports, and correspondence as required.
• Monitor and review trust activities to ensure proper management and adherence to policies.
• Coordinate with internal departments such as legal, compliance, and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

ESSENTIAL REQUIREMENTS

• Bachelor’s degree in finance, law, business administration, or a related field. (desired but not required).
• 0-3 years of experience in trust administration, fiduciary services, or related financial services.
• Knowledge of trust structures, estate planning, and relevant legal regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office Suite.
• Ability to work independently and collaboratively in a team environment.

Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.

Stay up to date with expert insights, latest updates and exclusive content.