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

    Sterling Trustees, LLC
    Sterling Trustees, LLC Sioux Falls, United States

    3 weeks ago

    Default job background
    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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