Senior Trust Officer - Wealth

Responsible for the day‑to‑day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures.

Responsibilities

• Respond promptly to client distribution requests and make cash and asset distributions as required.
• Understand the needs of and duties to the principals, income beneficiaries, and remaindermen.
• Maintain a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals.
• Monitor the completion of trust tax returns.
• Comply with Trust Administration checklists related to closing accounts and account reviews.
• Complete annual account reviews as required by the South Dakota Division of Banking.
• Prepare appropriate presentations for Trust Committee review.
• Administer a complex book of personal trust accounts, which may include supporting the administration of pooled trusts.

Competencies

• Communication Skills: Excellent verbal, written, and interpersonal communication skills; able to communicate effectively with beneficiaries, financial advisors, and other third‑party professionals; aware of and follows company policies for electronic communications and internet use.
• Computer/Technical Skills: Strong analytical skills with a high level of accuracy and attention to detail; proficient using Microsoft Office Suite; able to understand and follow company policies regarding information security, including password, multi‑factor authentication, and remote access use.
• Organization: Very responsive to external partner communication; timely completion of distribution requests; update client interactions in CRM database.
• Judgment: Ability to prioritize a high number of daily tasks; exhibit sound judgment and make reasonable decisions in the absence of direction; swiftly refer problems/issues to the appropriate person(s) when necessary.

Qualifications

• Demonstrated leadership capabilities, including handling more complex trust accounts and assuming projects in addition to an assigned account load.
• Expert knowledge of trust concepts and Capital First trusts.
• 4+ years of technical expertise in trust administration or client‑facing legal or financial services.
• Previous experience in a leadership role with responsibilities managing others or providing coaching, mentoring, and education to colleagues.
• Some travel required for business development opportunities.
• Undergraduate degree or equivalent experience.
• Spanish speaking is a plus.
• Trust and estate or financial background.
• JD, CTFA, or CFP certification is a plus.