Trust Officer

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Job description

We are:

Cornerstone Private Asset Trust Company, LLC, is a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as well as dynasty, charitable, revocable living wills.

Primary Purpose:

We seek a Trust Officer interested in growing his or her career with an established, yet nimble, Trust Company. The person we seek will manage and onboard trust accounts and client relationships; and apply legal-focused trust and investment knowledge in a diverse and entrepreneurial role.

Responsibilities include but are not limited to:

• Client Relationship Management - responsible for maintaining current client relationships
• Contact, correspond, advise, and resolve complex problems with clients, beneficiaries, attorneys, CPAs, portfolio managers, and other professionals in the course of administration of accounts
• Represent Cornerstone Trust in business related activities, and create and retain business relationships
• Identify potential for new business opportunities
• Serve as trust subject matter expert
• Work with business partners to resolve risk management issues
• Coordinate with Investment Officers in the receipt, valuation, review, and disposition of all assets as needed or required
• Obtain, review, and maintain appropriate documentation on accounts
• Authorize discretionary and non-discretionary payments
• Manage tax and legal activities related to the accounts

Preferred Qualifications and Skills:

• Minimum 2+ years of trust experience
• Industry certifications and related education (CTFA, BS or BA)
• Expertise in trusts, fiduciary law, and South Dakota Trust Law
• Skilled in reading and interpreting trust documentation as well as managing the Trust Department
• Drive to build the organization and service clientele
• Excellent organizational and interpersonal skills
• Demonstrated ability to manage multiple tasks simultaneously and problem solve
• Strong written and communication skills
• Professional demeanor and appearance necessary at all times
• Meticulous attention to detail and strong follow-up skills
• Ability to learn new computer programs or experience using programs such as Worldox, Junxure, Infovisa
• Capability of working in a fast-paced environment and meeting deadlines
• Demonstrated team player with a positive attitude
• Ability for travel as needed (there will be some travel involved)

Who Should Apply:

· If you like the small firm environment.

· If your work experience as a trust officer is in the 2+ years range.

· If you are looking for an opportunity that will challenge you and allow you to grow.

· If working in a fast-paced but friendly and collegial atmosphere is appealing to you.

· If you are driven, detail oriented, and have the ideas and enthusiasm.

· If you are a self-starter, have self-confidence, take initiative, have internal motivation, and are a problem solver who is not afraid to ask questions.

· If solving problems and building processes are a passion of yours.

· If you would prefer to work directly with decision makes instead of middle managers and bureaucracy.

· If you want to have a direct impact on the client experience.

· If growing in your knowledge and skill is part your long-term career plan.

Who Should Not Apply:

· If you are looking for a very structured environment with a very structured daily routine, Cornerstone will not be a good fit for you.

We offer a comprehensive compensation and benefits package, to include health, dental, vision, life, short term disability and other voluntary benefits, PTO, paid holidays, and 401k retirement savings program.