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Trust Officer

BitGo
Sioux Falls, South Dakota, United States
Full time

Overview

Department

Accounting & Finance

Job type

Full time

Compensation

Salary not specified

Location

Sioux Falls, South Dakota, United States

Company size

Mature [ 50+ employess ]

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BitGo is hiring a Trust Officer to oversee accounts, provide customer service, and ensure compliance with regulations. This role involves account opening, distributions, and closing procedures, requiring strong communication and organizational skills.

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

    • 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.

    • 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
    • Company
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