Trust Administrator
Company: Trident Trust Company (South Dakota) Inc.
Location: Sioux Falls
Posted on: May 27, 2023
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Job Description:
Trident Trust is a global corporate, fiduciary, and fund
services provider, spanning 25 countries and over 1,000 staff. Our
Trident Trust Sioux Falls, South Dakota office is currently seeking
to hire a Trust Administrator.The TA will support Trust Officers
with the administration of trusts to help our clients achieve and
maintain financial success. This role engages in investment and
fiduciary administrative activities in partnership and oversight of
a TO to ensure our accounts are administered in accordance with
state and federal laws.The TA will report directly to the TO they
have been assigned. The supervisor for the TA will be the
Director(s) of Trust and Fiduciary Service. In their absence, the
General Manager, or other senior manager within the office, will
provide management, instruction and guidance.If you have extensive
administrative experience and would like to gain new skills in a
new and challenging area, please do not hesitate to apply.Role &
Responsibilities:Start daily transactions and submit to Trust
Officer for approval and follow-up to ensure accurate processing.
Advising TO of any transaction problems and course of action to
correct.Assist in keeping all accounts files up to date.Prepare
annual administration reviews, risk reviews, investment reviews and
other reviews as deemed necessary and submit to TO for
approval.Research and provide supporting documentation for TO to
review.Draft forms for discretionary requests including obtaining
supporting documentation, and upload into correct system(s).Draft
direction letters.Prepare account closing/termination
package.Review new account paperwork and set-ups for accuracy and
work with all departments, TO, and management to resolve
deficiencies.Prepare client risk profile for TOProcess daily mail
for the team.Assist TO to ensure all assets are received and
entered in the appropriate systems. Minimum
Qualifications:Associates degree in business, accounting, finance,
legal or another relevant field.One year working in trust
administration or other relevant administrative and client-centered
experience.Working use of Microsoft Office Suite, Adobe, and
willingness to learn new programs.Basic understanding of trust
documents and related fiduciary terms.Preferred
Qualifications:Bilingual (fluently speaking and writing in
Spanish).Bachelor's degree.Strong, professional, verbal, and
written communication skills.Excellent organizational and time
management skills with an innate attention to detail.Flexible and
comfortable dealing with variable workload, frequently dealing with
several ongoing matters, at the same time.Quick learner with the
ability to take direction, work as a team and independently.Ability
to work with clients and their representatives to facilitate
administrative duties.Knowledge of account management practices,
tasks, and tools.In addition to the above essential duties and
responsibilities, this role includes other duties as assigned. This
job description is not intended to be all-inclusive, and the
employee will also perform other reasonably related business duties
This job description does not constitute a written or implied
contract of employment.Compensation:An attractive compensation
package with benefits is available. This will be based upon the
successful candidate's relevant experience and overall suitability
for the position.
Keywords: Trident Trust Company (South Dakota) Inc., Sioux Falls , Trust Administrator, Other , Sioux Falls, South Dakota
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