Senior Trust Officer
CISA Trust · Sioux Falls, South Dakota, United States
FULL TIMEpermanent
Job Description
Company DescriptionCISA Trust Company (South Dakota) LLC (“CISA SD”) is a trust company that holds a public non-deposit trust charter from the Division of Banking of South Dakota. It has offices downtown Sioux Falls. It is an affiliated company of CISA Trust Company (Switzerland) SA.
Please ensure you read the below overview and requirements for this employment opportunity completely.
CISA SD is looking to hire a Senior Trust Officer who will report directly to its Board of Managers.
Main Responsibilities:
Supervising and leading a team of trust administrators and trust officers, who will be administering portfolios of complex and demanding structures;Partner with CISA’s dedicated wealth planning teams to drive business development / close new Trust business in prospecting activities;Proactively identifying and harvesting opportunities to deepen relationships within current client base;Meet with key clients, when required, to maintain relationships and identify issues / new business opportunities;Oversee risk management activities and report periodically on these activities to the Board of ManagersDay-to-day management of office including oversight of revenues and expenditure of the office and routine reporting to the Board of Managers. xzbcwsv
Key attributes / competencies:
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients’ concerns / issuesAbility to communicate and connect with high net worth clientsAbility to work in a high stress, fast paced environmentExcellent attention to detail and organizational skillsExcellent verbal and written communication skills with strong interpersonal skills
Qualifications:
3+ years experience within the trust administration industry, ideally with exposure to both local and international clienteleLaw, Business Administration or similar degreeFiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP, preferred
CISA SD offers a competitive benefits package. Please submit your resume and a cover letter detailing your relevant experience to
Please ensure you read the below overview and requirements for this employment opportunity completely.
CISA SD is looking to hire a Senior Trust Officer who will report directly to its Board of Managers.
Main Responsibilities:
Supervising and leading a team of trust administrators and trust officers, who will be administering portfolios of complex and demanding structures;Partner with CISA’s dedicated wealth planning teams to drive business development / close new Trust business in prospecting activities;Proactively identifying and harvesting opportunities to deepen relationships within current client base;Meet with key clients, when required, to maintain relationships and identify issues / new business opportunities;Oversee risk management activities and report periodically on these activities to the Board of ManagersDay-to-day management of office including oversight of revenues and expenditure of the office and routine reporting to the Board of Managers. xzbcwsv
Key attributes / competencies:
Technical expertise in the areas of trust administration, fiduciary law, and estate and wealth transfer planningInitiative/proactive approach to problem solvingGood people/partner communication skills / team playerKnowledge of policies, procedures, regulatory requirementsHigh level of savvy and sophistication re: high net worth clients’ concerns / issuesAbility to communicate and connect with high net worth clientsAbility to work in a high stress, fast paced environmentExcellent attention to detail and organizational skillsExcellent verbal and written communication skills with strong interpersonal skills
Qualifications:
3+ years experience within the trust administration industry, ideally with exposure to both local and international clienteleLaw, Business Administration or similar degreeFiduciary professional with CTFA, CFP, AEP, JD, CPA or TEP, preferred
CISA SD offers a competitive benefits package. Please submit your resume and a cover letter detailing your relevant experience to
Details
| Company | CISA Trust |
| Location | Sioux Falls, South Dakota, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |