Executive Search Consultants to the Financial Services Industry

Senior Trust Officer, Sioux Falls, SD

By on May 24, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Senior Trust Officer, Sioux Falls, SD

As a senior trust officer, you will be responsible for leading a team of trust officers and mentoring less experienced colleagues. Our client is one of the largest independent trust companies in the United States. In this role, you will have the chance to make a real impact and contribute to the company’s success. If you are looking for an opportunity to take on a leadership role and make a difference, this is your position.

Sioux Falls is a great place to live for many reasons. It is named for the spectacular Big Sioux River Falls, a beautiful sight, and runs right through town. With a population of around 200,000, it is big enough to have all the amenities you could want but small enough to have that “small-town feel still.” The cost of living in Sioux Falls is less than the national average. Finally, Sioux Falls has six institutions of higher education, more than seventy city parks, art and entertainment venues, and fine dining options to suit every taste. In short, there is something for everyone in Sioux Falls!

Duties:
As Senior Trust Officer, you will:
● Administer a portfolio of complex trusts
● Mentor less experienced trust officers
● Conduct weekly meetings to prioritize workflow
● Ensure compliance with regulations
● Provide excellent customer service.
● Research and answer questions from financial advisors.
● Oversee onboarding and closing of accounts.
● Oversee tax preparations.

Qualifications:
As Senior Trust Officer, you will have:
● Experience mentoring less experienced coworkers
● Experience administering complex personal trust accounts.
● Experience interpreting trust documents.
● Experience explaining trust documents to clients.
● Strong knowledge of trust law.
● Experience with Microsoft Office
● Bachelors degree required
● JD, CTFA, CFP, AEP, or CPA preferred or six months from obtaining.

Keywords

#trustofficer #fiduciary

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