Spherion Staffing is assisting our client, an independent South Dakota trust company in their search for a Senior Trust Officer.
The Trust Officer should have a law degree and have approximately 7+ years of experience in all aspects of trust administration. Experience with partnership/LLC formation, maintenance and management is also a plus.
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Direct Hire Opportunity
Responsibilities:
-Supervising and leading a team of trust administrators and trust officers, who will be administering portfolios of complex and demanding structures
-Partner with Company's dedicated wealth planning teams to drive business development / close new Trust business in prospecting activities
-Proactively identifying and harvesting opportunities to deepen relationships within current client base
-Meet with key clients, when required, to maintain relationships and identify issues / new business opportunities
-Oversee risk management activities and report periodically on these activities to the Board of Managers
-Day-to-day management of the office including oversight of revenues and expenditure of the office and routine reporting to the Board of Managers
Working hours: 8:00 AM - 5:00 PM
Skills:
See below
Education:
Bachelors
Experience:
7-10 years
Qualifications:
-7+ years experience within the trust administration industry, ideally with exposure to both local and international clientele
-Law, Business Administration or similar degree
-Fiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP
-Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planning
-Initiative/proactive approach to problem solving
-Good people/partner communication skills / team player
-Knowledge of policies, procedures, regulatory requirements
-High level of savvy and sophistication re: high net worth clients??? concerns / issues
-Ability to communicate and connect with high net worth clients
-Ability to work in a high stress, fast paced environment
-Excellent attention to detail and organizational skills
-Excellent verbal and written communication skills with strong interpersonal skills
To be considered, please apply online at www.spherion.com/apply or if you have questions you can reach out to Troy Thoms at 605-610-3204
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Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).