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    Trust Officer - Sioux Falls, United States - Longevity Holdings

    Longevity Holdings
    Longevity Holdings Sioux Falls, United States

    2 weeks ago

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    Description
    Life Insurance Trust Company LLC - Sioux Falls Office, 5132 S Cliff Ave, Sioux Falls, South Dakota, United States of America ● Sioux Falls, SD, USA

    Req #70
    Friday, April 26, 2024

    Longevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) is a fast growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

    Life Insurance Trust Company (LITCO) is a South Dakota based Trust Company focused exclusively on the administration of Irrevocable Life Insurance Trusts (ILITs) and provides fiduciary services to grantors and beneficiaries of these trusts.

    Life Insurance Trust Company is a member of the Longevity Holdings LLC family of companies. Longevity Holdings is among the largest and best equipped servicers of Trust Owned Life Insurance in the United States.

    Our purpose is to empower parties to life insurance policies held in trust to make informed decisions and realize the full value of life insurance assets.

    We are looking for a positive and energetic individual with an eagerness to learn and a passion for fiduciary and trust services.

    We offer a competitive benefits package, pay, and a positive work environment with a collaborative team focused approach.
    Review of trust documents for new business acceptance
    Completion of annual account reviews
    Assist with settlement and account cash flow activities
    Answer client questions and resolve issues
    Assist with opening and closing accounts
    Serve on the Trust Committee
    Administer ILITs in accordance with the Trust Company's Policies and Procedures
    Assists with internal and external audit functions
    Work closely with Life Insurance Trust Company's affiliate company on administration and remediation needs for policies held in trust
    Other duties as assigned

    Required Skills:
    Bachelor's degree in business or related field
    1-2 years' experience in trust, banking, life insurance, or financial services
    Strong verbal and written communication skills
    Ability to work in a fast-paced environment, multitask, and think critically

    Preferred consideration given for:
    Prior trust administration or life insurance experience, CTFA, JD, or MBA
    This position is based in Sioux Falls, SD.


    Perks of working with us:
    Summer hours (Friday FLEX program): full time employees will be able to participate in our summer flex hours. Participating employees will enjoy a four-hour work day every other Friday (must still work 40 hours)

    WEX (lifestyle) funds:
    The company is committed to the continuous improvement and career development of employees.

    The purpose of the plan is to outline the resources available to support each employee's career goals and company's business needs.


    Career pathing:

    we develop a career path that identifies opportunities for advancement based on your unique skills, interests, career objectives, and details the steps needed to take.


    A sense of belonging:
    We are committed to offering a diverse and inclusive workplace.
    Virtual contests and giveaways plus team building activities

    We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, and South Dakota.

    We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NC, NE, NJ, OH, PA, RI, SC, SD, TN, TX, VA, and WI.

    Applicants outside of these states will not be considered for this position.

    Longevity Holdings Inc.

    prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

    Our privacy notice is available at
    Life Insurance Trust Company LLC - Sioux Falls Office, 5132 S Cliff Ave, Sioux Falls, South Dakota, United States of America

    #J-18808-Ljbffr
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