Assistant Trust Officer

Robert Half

North Sioux City,SD


Ref ID: 02500-#######515

Classification: Accounting Clerk

Compensation: $18.00 to $25.00 hourly

This Assistant Trust Officer position will offer you top-notch benefits and a nice work space/office. The Assistant Trust Officer works with senior trust and client service personnel to provide trust, tax, estate planning and wealth management services for clients with significant assets and sophisticated financial needs, seeking to optimize the inter-generational transfer of wealth.

Major responsibilities

Assist with providing trust, tax, estate planning and wealth management counsel and advice in working with clients, beneficiaries, attorneys, and CPAs to administer client accounts.
Assist with administration of accounts for an affluent and high net worth client base where this firm is acting as trustee, executor, or agent, in a manner that ensures compliance with applicable fiduciary requirements and business policies and procedures.
Assist with fiduciary decision making for administrative matters, including, discretionary distributions, account maintenance and account opening/closing.
Assist with appropriate recordkeeping for fiduciary matters as required by the South Dakota Division of Banking.
Special projects as assigned.

Job Requirements:
Associates degree in a business-related field (Bachelor s degree preferred).
Three years administrative experience in law, trusts, estates, wealth management or related field.
Professional certification(s) is a plus (e.g., CTFA, CFP, CAP, etc.).

Knowledge, Skills and Abilities:
Strong written and verbal communications skills.
Advanced problem solving and analytical skills.
Excellent time management and organization skills.
Intermediate computer skills, including Microsoft Office.
Preferred experience to include operating FIS TrustDesk and APX.

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE s Most Admired Companies list every year since 1998.

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All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

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