Director of Trust

Embark on a career where innovation meets impact! Join our dynamic team as we redefine Trust Services with a commitment to excellence and a culture of collaboration. If you're passionate about ensuring the legacy for future generations, ready to make a difference, and thrive in a fast-paced environment, this opportunity is tailored for you. Explore a fulfilling career with us where your skills are valued, and your potential is unleashed. Apply now and be a part of something extraordinary!

We are in search of a dynamic and resourceful full-time Director of Trust to join our team. As North Dakota’s only independent trust company, providing comprehensive trust and wealth management services, we cultivate a family-first culture within our company."

Responsibilities include the following:

• Oversees front-line operations within the Trust division to ensure compliance, efficiency, effectiveness and exceptional client experience.
• Collaborates with the COO regarding strategic planning and vision for the Trust division.
• Leadership and Accountability: Provide leadership, guidance, coaching, and motivation to employees, delivering timely positive and constructive feedback and holding them accountable to follow policies, procedures and uphold Heartland Trust Company’s Core Values of Integrity, Service and Togetherness.
• Lead and support Heartland Trust Company’s team-based approach, leveraging specialists as needed to deliver exceptional client service.
• Analyze and interpret trust and other legal documents to ensure proper administration of accounts.
• Independently administer accounts from inception to termination in accordance with the governing document/agreement.
• Develop client relationships and consistently provide an exceptional client experience in person, over the phone and through written communication.
• Administer investment portfolios, monitor daily cash balances (large balances and/or overdrafts), rebalance as needed, raise cash as necessary and consult with the Director of Investments when appropriate.
• Review tax worksheets, calculate trust accounting income (TAI), prepare tax packets for CPAs, review completed fiduciary tax returns and communicate/mail schedule K-1 tax information to beneficiaries.
• Collaborate with attorneys, CPAs and other third-party professionals as needed to assist clients with financial and estate planning along with administration of their accounts.

Position Requirements:

• A Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience is a prerequisite.
• Minimum of 3-5 years of prior experience in trust administration.
• Minimum of 1-2 years of prior experience in leadership position.
• Possess a general understanding of the tax flow and accounting income of Trusts and Estates.
• Demonstrate strong written and verbal communication skills.
• Display self-motivation and the ability to work effectively both independently and in a team environment.
• Resourceful in problem solving and seeking answers when encountering new situations.
• Exhibit strong organizational skills, attention to detail, ability to multitask and excellent follow-up abilities.
• Proficient in Microsoft Word & Excel.

Must align with Heartland Trust Companies Core Values:

• Integrity – Trust, Honesty, Respect
• Service – Going above and beyond
• Togetherness – Different Opinions, unified at heart

Mission Statement:

• To provide a lifelong commitment to the well-being of the those we serve.

Job Type: Full-time

Pay: $105,000.00 - $115,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Work Location: In person

Salary : $105,000 - $115,000