Trust Administrator – First Trust Company

Job Title: Trust Administrator 

Location: Rapid City, South Dakota and Minneapolis, Minnesota 

Status: Full-time 

Opportunity: The ideal candidate will excel at client service, be a team player and problem-solver, and manage workflow prioritization independently. This person will be comfortable working with a high degree of attention to detail in a fast-paced environment, be flexible and accommodating in work approach based on priorities and possess strong analytical and organizational skills. 

Essential Duties and Responsibilities include the following: 

• Prepare and assist trust officers with annual administrative and investment account reviews. 

• Complete new account onboarding and account closing duties. 

• Review and process trust administration tasks as needed and assigned; handle transactions (including all money movement) with excellent attention to detail. 

• Complete, follow up and track outstanding trust administration and investment management deliverables. 

• Perform trust account maintenance on trust accounting system. 

• Ensure processing activities are thoroughly documented (scanned and filed). 

• Prepare and send written correspondence. 

• Assist with quarterly internal audit requests. 

• Respond to client requests in a timely manner as needed. 

• Assist and/or relay critical client issues to trust officer(s) promptly. 

• Manage special projects as needed with minimal oversight. 

• Assist with fiduciary tax processing. 

• Perform other duties as assigned. 

Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Bachelor’s degree in business, accounting, or finance; CPA desirable 

• 2-4 years working in trust administration or comparable combination of education and experience. 

• Excellent verbal and written communication skills. 

• Strong analytical skills and numbers aptitude combined with a high degree of attention to detail. 

• Ability to identify and resolve complex issues with minimal guidance. 

• Strong prioritization skills; ability to manage multiple tasks/projects concurrently. 

• Ability to review trust agreement documents and ensure compliance. 

• Familiarity with BSA/AML issues and reporting requirements. 

• Strong and effective interpersonal skills; ability to work well as part of a team. 

• CTFA preferred or working toward a CTFA.

Please send cover letter and resume to Maisee Xong at mxong@firsttrustcompany.com