About this job
Job category
Accounting & Finance
Job type
Full time
Location
Sioux Falls, South Dakota, United States
Company size
Mature [ 50+ employess ]
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Job Description
Oversee all accounts under administration, provide high-quality customer service, and ensure adherence to legal and regulatory requirements related to Trust administration.
Responsibilities
- Responsible for the oversight of all accounts under administration.
- Provide high-quality customer service by owning, monitoring, and improving customer service, handling customer inquiries, managing client communications throughout the entire customer relationship experience.
- Involvement in new account acceptance, account opening procedures, distributions, and closing account procedures.
- Ensure adherence to all legal and regulatory requirements related to Trust administration.
- Perform thorough annual and periodic reviews of trust accounts to ensure ongoing compliance, accuracy, and client satisfaction.
- Maintain proficient knowledge of trust rules and regulations, as well as company policies and procedures.
- Work closely with internal teams to ensure a cohesive approach to customer onboarding and account administration.
- Develop and maintain expertise in the products and services offered to clients.
Requirements
- Bachelor’s Degree and an advanced degree or certification
- 6 years of customer relationship service and 3 years of experience working at a trust company
- Highly effective verbal and written communications
- Strong customer service skills
- Accuracy and attention to detail
- Highly organized with work tools like emails, spreadsheets, databases
- Extremely high sense of urgency when servicing external and internal clients
- Analytical skills, positive attitude, listening and problem-solving skills
Benefits
- Competitive base salary, bonus and stock options
- 100% company paid health insurance for employee, partner and dependents
- Up to 4% 401k company match
- Paid parental leave, Paid vacation
- Free custom lunches, dinners and snacks
- Computer equipment and workplace furniture to suit your needs
- Great colleagues and inspiring startup environment
About this job
Job category
Accounting & Finance
Job type
Full time
Location
Sioux Falls, South Dakota, United States
Company size
Mature [ 50+ employess ]
Apply now
Don't miss out on this opportunity. Apply now and take the first step toward success.
Resume Assistance
See how well your resume matches this job role with our AI-powered score. By uploading your resume, you agree to our Terms of Service