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Trust Officer
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Sioux Falls, SD
JOB DESCRIPTION

Job #: 46919
Title: Trust Officer
Job Location: Sioux Falls, South Dakota - United States
Remote Job: No
Employment Type:
Salary: $75,000.00 - $100,000.00 - US Dollars - Yearly
Other Compensation: Bonus up to 10% of base salary
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?

Join one of the largest independent trust companies in the U.S. This position is an opportunity to work for an organization large enough to offer the benefits of a large organization and small enough that you can make an impact. You will work with a variety of trust accounts that offer a depth of experience.

JOB DESCRIPTION

As Trust Officer, you will:

  • Administer a variety of trust accounts, mainly South Dakota dynasty trusts.
  • Research and answer questions from financial advisors.
  • Oversee onboarding and closing of accounts.
  • Ensure trusts are compliant will all laws and regulations.
  • Oversee tax preparations.
  • No business development is required.
QUALIFICATIONS

As Trust Officer, you will have:

  • Experience administering personal trust accounts.
  • Experience interpreting trust documents.
  • Experience explaining trust documents to clients.
  • Strong knowledge of trust law and dynasty trusts
  • Experience with Microsoft Office

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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