Trust Officer

Job Description

Salary: DOE

The Role

The Trust Officer will assist with the training and oversight of a small team of Trust Administrator(s) and/or Trust Administrative Assistant(s), as assigned to their team. Trust Officers are responsible for knowing and following all company policies and procedures and using that information for participation in department meetings. This role will have no direct reports.

Duties

• Review, complete, and present discretionary requests to Trust Administration Committee.
• Review, complete, and approve daily transactions and follow-up to ensure accurate processing and escalate any issues to compliance/management.
• Ensure outside tax preparation procedures are followed and completed.
• Participate in conversations with Internal Auditors, SD Division of Banking, and other regulators, and examiners along with the preparation and review of any deliverables.
• Administer a portfolio of key clients including some complex structures.
• Administer a variety of asset classes held within entities.
• Ensure all projects are completed in a timely fashion.
• Ensure