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    Assistant Trust Officer - Sioux Falls, United States - Sterling Trustees

    Sterling Trustees
    Sterling Trustees Sioux Falls, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

    Responsibilities

    · Review and analyze monthly investment advisor performance

    · Interface with investment advisors to manage client distributions and cash management

    · Perform annual trust investment reviews

    · Perform annual trust administrative reviews

    · Prepare trust accounts for annual internal and regulatory audits

    · Manage all client and trust information through proprietary trust management software

    · Review all new trust documents to ensure they conform to South Dakota law

    · Develop strong interpersonal relationships with all trust beneficiaries to better understand their needs and

    personal issues

    · Perform client onboarding and due diligence including OFAC and AML compliance

    · Gather and manage tax compliance for all trusts on an annual basis

    Qualifications

    · Strong attention to detail

    · Excellent communication skills

    · Ability to follow-up in a timely manner

    · Strong ability to multi-task

    · Ability to work proactively and independently

    · Organizational and problem-solving skills

    · Knowledge with working with Salesforce and trust accounting software

    · Legal, investment management, tax and accounting background to better manage book of trusts

    · Ability to see beyond an isolated task or project and anticipate project outcomes and issues to improve ongoing

    work habits.

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