Client Onboarding Specialist

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. We are looking for individuals who want to learn and grow with the company. There are many opportunities for future advancement for employees looking for the same.

SUMMARY OF THE ROLE

This role is for an Onboarding Specialist that will work in our Sioux Falls office and assist with onboarding functions. Details about the functions of the role are listed below.

JOB FUNCTIONS

• Opening accounts in the Company's trust accounting software.
• Meeting with potential clients about onboarding and KYC paperwork.
• Responding to written inquiries about onboarding and KYC paperwork.
• Helping guide clients through the digital onboarding system/software.
• Working with clients from the start of onboarding until their onboarding is completed.
• Updating client files as information changes on the digital onboarding/KYC platform.
• Assisting with billing process for client accounts.
• Helping to Controller with a few items for tax process for accounts - we do not complete tax returns in-house but need to ensure that the CPAs on the file get the right information and complete the returns.
• Assist the Controller with following up on tax notices and processing tax payments.
• Performing other requested tasks and functions as explained and assigned.

HOURS

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

— This position will start in May 2025.

OFFERED COMPENSATION PACKAGE

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

• Base Salary: $46,200
• Initial Title: Trust Onboarding Specialist
• Annual Discretionary Bonus (based on employee and company performance): estimated to be at least $2,000
• Retirement Contribution: 10% provided by Employer $46,200
• HSA Contribution by Employer: $4,300 or $8,550 (depending if eligible for single or family amount)
• Health Insurance: Single or Full Family Health Covered by Employer
• Dental Insurance: Single or Full Family Dental Covered by Employer
• PTO: 20 Days Paid
• Holidays: 14-16 paid holidays as determined by our Employee Handbook and Management discretion
• Other Perks: flex-time, company events and retreats, office lunches, etc.

EXPERIENCE AND EDUCATION

— Bachelors degree or above required.

— Prior banking or trust company experience a plus, but not required.

— Recent graduates are encouraged to consider applying for this role.

TRAINING WILL BE PROVIDED AS NEEDED. YOU DO NOT NEED ANY PARTICULAR BACKGROUND IN ORDER TO THRIVE IN THIS ROLE. WHAT YOU DO NEED, IS:

• Attention to detail
• Willingness to learn
• Ability to learn and use new software/digital systems
• A can-do and generally positive attitude
• Ability to spot potential improvements and make recommendations
• Ability to problem-solve
• Friendliness and ability to work well in a close team setting
• Personal initiative
• Ability to complete tasks diligently, efficiently, and thoroughly

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Paid time off
• Parental leave
• Professional development assistance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Are you willing to work in-person at our office in Sioux Falls, SD?
• Are you willing to accept the compensation package listed answer yes or no.

Education:

• Bachelor's (Required)

Language:

• English fluently (Required)

Work Location: In person

Salary : $46,200