ABOUT OUR COMPANY

Bridgeford Trust Company is a fast-growing and well-known South Dakota trust company. South Dakota has a thriving trust industry that has become a global leader in the field. Bridgeford services high net-worth clients across the country and around the globe as a trustee, primarily of directed trusts. There are many opportunities for advancement in the company. We are looking for individuals who want to learn and grow with the company.

OVERVIEW OF THE ROLE

This role is for a Trust Officer that has several years of prior experience, preferably with South Dakota directed and discretionary trusts with international grantors. You will have a book of trust accounts that you serve as Trust Officer on and will perform standard Trust Officer duties for those accounts. It is anticipated that you will also receive some assistance in your role from a Trust Administrator to whom you can delegate certain functions. This role will work primarily with international trusts. Fluency in Spanish would be an excellent skill to have, but is not required for this role.

FUNCTIONS

• Serve as the face and name for a book of trust accounts and for certain referral sources and develop relationships with clients and referral sources
• General trust administration including answering client questions, facilitating distributions and investments, interacting with key players in the trust, etc.
• Assist clients with formation of new trust accounts and participating in business development meetings involving the creation of new trusts
• Collaborate with clients and their advisors on the drafting process and to ensure certain provisions that the Company requires are in the documents (the Company does not provide legal or tax advice)
• Performance of annual compliance requirements like investment reviews, annual account reviews, and post-acceptance reviews for accounts
• Working with a Trust Administrator to essentially handle all functions that need to occur with specific trusts that you are assigned
• Maintain a proficient knowledge of trust rules and regulations and Company's policies and procedures
• Ensure the safety and security of all customer information and also the confidentiality of such information
• Ensure compliance for accounts administered with guidance from Company's Policy & Procedure Manual
• Represent the Company in the community and attend industry-related events and conferences

EXPERIENCE AND EDUCATION

— 5 years of Trust Officer experience preferred. 2 years as a Trust Officer required for this role.

— JD, CTFA, or CPA preferred, but not required.

— Bachelors degree or above required.

GENERAL

— Standard business hours are anticipated, but occasionally unscheduled evening and weekend work may be needed to meet some high-volume or emergency needs.

— Very occasional out-of-town and overnight business travel will be required (to Pierre and potentially Florida or Pennsylvania - max 1-2 times a year).

OFFERED COMPENSATION PACKAGE

Because we believe in transparency, the compensation package for the role is listed below:

— Base salary (negotiable based on experience)

— Annual Bonus (based on personal and Company performance)

— Employer profit share 401(k) contribution to employee of 10% of base salary (no employee match required) (exact amount depending on base salary)

— Cellphone Reimbursement of $150/month

— Annual Max HSA Contribution for Family or Individual - 2024 amounts are $8,300 for Family or $4,150 for Individual (HSA can be used to pay for health expenses and any unused amount employee keeps and can invest, use in the future, etc.)

— Fully employer-paid Individual or family medical insurance (Blue Cross Blue Shield)

— Fully employer-paid dental insurance for Individual or Family (Delta Dental)

— 20 Days Paid Time Off (you can roll over up to 5 days annually)

— 14-16 Paid Holidays

— Company events, outings, and perks