Trust Admin Specialist – Wealth Advisors Trust Company

Dorsey & Whitney Trust Company LLC is seeking a full-time professional for its Sioux Falls office reporting to its resident Chief Financial Officer. Responsibilities include –

  • Develop and maintain detailed working knowledge of trust accounting system and operations support provided by third party vendor.
  • Process asset receipts and deliveries, account-to-account transfers, asset re-registration, income receipts, and distributions to or on behalf of trust beneficiaries or other account principals and all related actions.
  • Review and reconcilement of accounts, ledgers and reports for accuracy; research of discrepancies and timely initiation of corrections or adjustments.
  • Various office administrative duties as assigned.

Qualified candidates must: have well-developed written and oral communication skills in order to deal effectively with clients, colleagues and external service providers; be able: to organize and prioritize to maximize productive results; be able to organize a project and follow it through to completion within the time allotted; be able to cooperatively and respectfully interact with other staff members in an organization that values professional expertise, experience, decisiveness and collegiality; and be able to conduct oneself in a manner that promotes trust in the individual and the organization. Strong analytical and organizational skills are essential to prioritizing, systematizing, and executing multiple tasks timely and accurately in the face of frequent interruptions.

Requirements: Bachelor’s degree in accounting, finance or business administration or equivalent experience. Desired background: experience with Windows Operating System, Word, Excel, PowerPoint, Microsoft Outlook and SEI Wealth Platform or Trust 3000 desirable.

Hours are 8:15 a.m. to 5:00 p.m., Monday through Friday. Direct inquiries and resumes to: Deb Heiter, Dorsey and Whitney Trust Company, LLC, 401 East 8th Street, Suite 319, Sioux Falls, SD 57103; telephone (605) 336-6832; AA/EQUAL OPPORTUNITY EMPLOYER.