Spherion Staffing is assisting a Sioux Falls client in their search for a Trust Administrator who will assist Trust Officers in all aspects of trust administrations. The Trust Administrator will have primary responsibility for client communication and administration for all custodial account relationships (non-fiduciary); support and secondary client contact for more complex trust administration relationships; secondary contact and relationship support for all clients and beneficiaries; manage day-to-day account documentation.Pay $20-25/hour DOEDirect Hire OpportunityResponsibilities:- Provide prompt response to client distribution requests- Process distributions of cash and assets on the trust accounting system- Set up new trust accounts, draft letters, prepare customer welcome packets, initial trust distributions and other trust installation tasks- Assist in the preparation of court accounting under the supervision of a Trust Officer- Prepare Trust Committee reports and minutes- Complete necessary filing and maintain client files- Assist with all documentation for account terminations, personal caregiver applications, etc.- Prepare account correspondence under the supervision of a Trust Officer- Coordinate mailing of periodic account statements- Assist Trust Officers in the distribution of trust tax returns- May be responsible for a number of accounts with an average account size of $50,000 to $100,000, as directed by Management- Provide coverage for Trust Officers as necessary and after demonstrated capability to assume such responsibility.- Coordinate and oversight of Annual Account review process- Oversight of periodic Caregiver payroll with outside vendor- Post custody account data to the financial accounting system, assist in preparing materials for the Board of Directors, process account statements, calculate income distributions, track real estate taxes and other paymentsResponsibilities:See aboveWorking hours: 8:00 AM - 5:00 PMSkills:Requirements:-Bachelor's degree highly desired-Experience working in the financial services industry, trust administration, law or accounting office-Minimum of 24 months of administrative experience in an office setting-Must have excellent attention to detail and accuracy-Courteous and positive attitude-Computer proficiency including Microsoft Office Suite-Strong sense of confidentiality and ability to exercise sound judgment-Professional appearance-Ability to acquire knowledge of the Trust Administration businessEducation:BachelorsExperience:1-4 yearsQualifications:See above To be considered, please apply online at www.spherion.com/apply or if you have questions you can reach out to Kelsi Shelly at 605-335-6010Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
Spherion Staffing is assisting a Sioux Falls client in their search for a Trust Administrator who will assist Trust Officers in all aspects of trust administrations. The Trust Administrator will have primary responsibility for client communication and administration for all custodial account relationships (non-fiduciary); support and secondary client contact for more complex trust administration relationships; secondary contact and relationship support for all clients and beneficiaries; manage day-to-day account documentation.Pay $20-25/hour DOEDirect Hire OpportunityResponsibilities:- Provide prompt response to client distribution requests- Process distributions of cash and assets on the trust accounting system- Set up new trust accounts, draft letters, prepare customer welcome packets, initial trust distributions and other trust installation tasks- Assist in the preparation of court accounting under the supervision of a Trust Officer- Prepare Trust Committee reports and minutes- Complete necessary filing and maintain client files- Assist with all documentation for account terminations, personal caregiver applications, etc.- Prepare account correspondence under the supervision of a Trust Officer- Coordinate mailing of periodic account statements- Assist Trust Officers in the distribution of trust tax returns- May be responsible for a number of accounts with an average account size of $50,000 to $100,000, as directed by Management- Provide coverage for Trust Officers as necessary and after demonstrated capability to assume such responsibility.- Coordinate and oversight of Annual Account review process- Oversight of periodic Caregiver payroll with outside vendor- Post custody account data to the financial accounting system, assist in preparing materials for the Board of Directors, process account statements, calculate income distributions, track real estate taxes and other paymentsResponsibilities:See aboveWorking hours: 8:00 AM - 5:00 PMSkills:Requirements:-Bachelor's degree highly desired-Experience working in the financial services industry, trust administration, law or accounting office-Minimum of 24 months of administrative experience in an office setting-Must have excellent attention to detail and accuracy-Courteous and positive attitude-Computer proficiency including Microsoft Office Suite-Strong sense of confidentiality and ability to exercise sound judgment-Professional appearance-Ability to acquire knowledge of the Trust Administration businessEducation:BachelorsExperience:1-4 yearsQualifications:See above To be considered, please apply online at www.spherion.com/apply or if you have questions you can reach out to Kelsi Shelly at 605-335-6010Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. No one works harder for you than Spherion. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.