Trust Administrator Jobs in South Dakota
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
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Involvement in new account acceptance, account opening procedures, distributions, and closing account procedures....
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Wealth & Trust Officer First Dakota National Bank Job Description First Dakota National Bank is hiring a full-time Wealth & Trust Officer to join our Mitchell team. This person will direct and...
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Work closely with new clients to guide them through the onboarding process by explaining our services, executing account opening paperwork, and setting expectations for the relationship as their new...
Senior Trust Officer - BankWest Location Negotiable
- Sioux Falls, SD
- 30+ days ago
- Sioux Falls, SD
- 30+ days ago
Scope of Job: The Senior Trust Officer is responsible for the administration of complex personal trust accounts, including ultra-high-net-worth, family, charitable, and directed trusts. This role...
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Demographic Data for South Dakota
Moving to South Dakota? Find some basic demographic data about South Dakota below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in South Dakota
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in South Dakota offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Customer Service Management
- Account Opening
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Automated Clearing House
- Know Your Customer
- Private Banking
- Cross Selling
- OFAC
- Credit Analysis
- Financial Services
- Wealth Management
- Internal Control
- Valuation
- Anti-Money Laundering
- Investment Management
- Financial Planning
- Taxes
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Accounts Payable
- Decision Making
- Process Improvement
- Accounting
- Business Development
- Written Communication
- Documentation
- Interpersonal Skills
- Reporting
- Collaboration
- Policy Development
- Filing
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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