Trust Officer

Job Details

Take Over an Established Book of Business. Build Trusted Relationships. Help Shape the Future.

What We're Looking For

• 5+ years of Trust Administration or Trust Officer experience
• Strong understanding of fiduciary responsibilities, trust administration, estate planning concepts, and wealth management
• Experience managing client relationships and serving as the trusted advisor for high-net-worth clients
• Outstanding communication and interpersonal skills
• Possess a positive attitude with the ability to adapt in a changing, growing environment
• Someone who enjoys building relationships—not just managing accounts
• Self-starter who takes ownership, solves problems, and works well in a collaborative boutique setting
• CTFA designation is a plus but not required

What Success Looks Like

• The ideal candidate is someone clients immediately trust
• Teammates genuinely enjoy working with
• Leadership can rely on
• You're organized without being rigid, adaptable without losing focus, and energized by helping clients navigate important life decisions

About the Role

This is a highly visible role where professionalism, responsiveness, and relationship management are just as important as technical expertise.

Responsibilities

• Administer a portfolio of trust accounts while ensuring compliance with fiduciary responsibilities and governing documents
• Serve as the primary point of contact for clients, beneficiaries, attorneys, CPAs, and financial advisors
• Build long-term trusted relationships through exceptional communication and service
• Conduct client meetings and provide guidance regarding trust administration and fiduciary matters
• Cook up trust distributions, account reviews, and ongoing account maintenance
• Identify opportunities to deepen existing client relationships and support future business growth
• Partner with leadership on strategic initiatives as the organization continues to evolve
• Collaborate across departments to deliver a seamless client experience
• Stay current on trust regulations, fiduciary best practices, and industry developments

Requirements

N/A

Qualifications

N/A

Skills

N/A

Benefits

N/A

Pay

$100,000 - $115,000 per year

Schedule

N/A

A Bit About Us

Our client is a highly respected, independently owned boutique trust and wealth management firm specializing in helping high-net-worth families preserve, protect, and transition wealth across generations. Unlike larger financial institutions, this firm delivers a highly personalized approach to trust administration, estate planning support, fiduciary services, and long-term wealth strategies. With a collaborative team of experienced professionals and a client-first philosophy, the organization has built an outstanding reputation by developing lasting relationships and providing customized solutions rather than one-size-fits-all advice. This confidential opportunity is based in Sioux Falls, South Dakota, one of the nation's premier trust jurisdictions and one of the fastest-growing financial centers in the Midwest.

Why Join Us?

• Join a firm where your impact is visible
• Walk into an established book of business
• Boutique culture with entrepreneurial energy
• Meaningful client relationships
• Growth-minded leadership

Easy Apply

Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Relocation Assistance

Relocation assistance may be available for qualified candidates.

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