Senior Trust Officer and Trust Officer I, II, or III – BTC Trust Company of SD

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Senior Trust Officer and Trust Officer I, II, or III – BTC Trust Company of South Dakota

Senior Trust Officer and Trust Officer I, II, or III
 
Company Description
Since 1999, BTC Trust Company of South Dakota (BTC) has served the needs of high-net-worth
and ultra-high-net-worth domestic individuals and families. As one of the oldest and most well-respected
trust companies in South Dakota, BTC consistently leverages South Dakota’s position as
the top trust jurisdiction in the United States to help grow, preserve, and transfer its clients’ wealth to
the next generation.
 
By choosing to work with BTC, you will be able to help individuals and families take full advantage of South Dakota’s progressive trust laws, no income tax, unparalleled privacy and confidentiality laws, strong creditor protections for trust assets, and the ability for trusts to exist in perpetuity. While many of BTC’s clients choose to utilize South Dakota’s nation-leading directed trusts statutes, BTC can support individuals and families as trustee in whatever capacity they prefer. Ultimately, if you choose to work
with us, you can feel confident that you will be amongst other highly skilled professionals at BTC who are dedicated to supporting individuals and families throughout the process of forming, funding, and administering trusts for generations to come.
 
Description of Roles
These are full-time roles for a Senior Trust Officer and Trust Officer I, II, or III, located in Sioux Falls, SD. The Trust Officers will be responsible for managing client relationships, advising on estate planning strategies, overseeing trust administration, and ensuring fiduciary responsibilities are met. The role also involves collaboration with financial planners and other professionals to develop and implement tailored financial and trust solutions for clients.
 
Qualifications
  • Ability to build and maintain trusted client relationship
  • Proficiency in South Dakota Fiduciary and Trust Services
  • High attention to detail and strong organizational skills
  • Exceptional communication and interpersonal skills
  • Proven track record in trust administration or a related role
 
Education and/or Experience:
  • Bachelors degree or equivalent work experience required
  • CTFA, JD, CFP, CFA, CPA, or other related designations strongly preferred or willing to pursue
 
Specific Skills, Knowledge & Abilities:
  • Familiarity with legal fiduciary responsibilities
  • Familiarity with South Dakota Trust law
  • Familiarity with account compliance responsibilities
  • Ability to process detail work accurately and timely
  • Ability to follow written and oral instructions
  • Team player
 
Benefits
  • Group Health, Dental, and Vision Insurance
  • Generous Paid Time Off (PTO)
  • Volunteer Time Off (VTO)
  • 401(k) plan with lucrative company match
  • Tuition assistance
  • Company Paid Life Insurance
  • Paid Parental Leave
  • Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
  • Team Member Banking – a suite of products and services with special benefits for employees
 
If interested in these positions, please apply here: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=0674fd41-2f8f-474a-b947-866269bab4d9&ccId=19000101_000001&type=JS&lang=en_US&jobId=562790
 
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