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Wealth Trust Officer
Job Description
Are YOU a detail-oriented financial or legal professional ready to elevate your career in wealth management? We are seeking a dynamic Trust Officer to manage a diverse and sophisticated portfolio of personal and pooled trust accounts.
In this role, YOU will do much more than manage paperwork—YOU will serve as a trusted advisor and vital bridge between beneficiaries, financial advisors, and wealth professionals. Operating within South Dakota’s highly favorable regulatory banking environment, YOU will protect, grow, and smoothly transition client legacies with the highest level of professionalism.
What You Will Do:
- Legacy Administration: Manage the day-to-day operations of a complex book of personal and pooled trust accounts, ensuring seamless asset and cash distributions.
- Relationship Management: Serve as the primary, professional point of contact for trust beneficiaries and financial advisors, balancing empathy with fiduciary duty.
- Compliance & Governance: Conduct annual account reviews in accordance with the South Dakota Division of Banking and prepare high-level presentations for Trust Committee evaluation.
- Tax & Checklist Oversight: Monitor the accurate completion of trust tax returns and execute robust account-opening and account-closing review checklists.
- Data Excellence: Maintain highly accurate client records and interaction histories within our corporate CRM database.
Job Requirements
What We Are Looking For:
- Experience: 2+ years of proven success within financial services, wealth management, or a legal/paralegal environment.
- Education: Bachelor’s degree or equivalent practical professional experience.
- Credentials: A JD, CTFA, or CFP certification is highly desirable and will fast-track your success.
- Technical Savvy: Proficiency in Microsoft Office Suite and experience utilizing CRM tools.
- Core Competencies: Exceptional written and verbal communication, razor-sharp attention to detail, strong analytical capabilities, and the sound judgment required to solve complex problems independently.
Meet Your Recruiter
Partner, Vice President of Sales
Nicole earned her Bachelor of Arts from UW-Oshkosh and began her staffing career shortly after graduation. Quickly, Nicole found her passion rising to top producer year after year and from there in 2006 she became one of the founding Partners of AllianceStaff. Today as Partner and VP of Sales and Marketing, she remains on the front lines of recruitment and client management, while simultaneously fostering the growth of AllianceStaff by identifying key business development opportunities and training team members to develop their own desks. Nicole partners with companies across a wide range of industries to understand their hiring needs and to help them build the best possible teams. She has been recruiting in Milwaukee for over 15 years and has developed a unique insight into the hiring needs of the local market. She creates strong business relationships, many of which turn into long-term friendships, attesting to the loyalty she has with her clients and candidates. She listens. She asks questions. And she understands that a great talent match never needs to be sold. Nicole intuitively knows when she’s found the right match, and her long track record of successful placements proves her skill.
In her free time you can find Nicole on the soccer field watching her twin boys play in rain, sleet or snow (true soccer mom!!), staying on top of fitness trends, checking out a new restaurant with her girlfriends, traveling with her husband Tom or snuggling with her baby girl Mariah (Australian miniature Labradoodle.)