Part-Time Trust Operations Assistant

Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,100 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire a Trust Operations Assistant. The Trust Operations Assistant will report to the Director(s) of Trust and Fiduciary Service.

The Trust Operations Assistant will provide accounting assistance within the trust operations department. The incumbent will assist with the day-to-day administration of various operational and financial activities, including corporate accounting and accounting for activity in self-directed retirement and custody client accounts, reporting, daily and month-end reconcilements, cash management, investment income collection and balancing, electronic funds transfers. In addition, the TOA will also assist with supporting clients and working cross functionally with other teams.

Role & Responsibilities:

·      Assist with reviewing and posting trust operations transactions via the trust operations accounting software and the CRM software as necessary.

o   Work closely with Trust Administrative staff for all transaction needs.

o   Assist with facilitating the movement of funds via wire transfers, check processing, and ACH processing.

o   Assist with facilitating fund transfers between various checking and investment accounts as cash needs arise.

o   Assist with the reviewing and organization of Trust assets via the Trust Operations Accounting Software.

o   Assist with the organization of bank account statements (electronic and paper) and review of activity for applicable posting.

·       Provide back-up assistance to Operations staff for the following:

o   Invoicing

o   Payable Processing

o   Day-to-Day transactional posting

o   Trust Operations reconciliation

o   Office Administration

·       Assist with internal and external audit requests

·   Willing to work with a broad range of Trust and Banking professionals to facilitate the exchange of information

·       Provide back-up assistance to the Trust Operations Manager

Minimum Qualifications:

• Proficient in Microsoft Office Suite, Adobe, cloud-based software, and willingness to learn new programs.
• Associate degree in accounting or another related field. 
• 1-2 years of experience in accounting, trust operations or a related role.
• 2 years of client interaction or customer service experience.
• Experience reconciling and balancing transactional activities of a complex nature.

Preferred Qualifications:

• Bachelor’s degree in accounting or another related field.
• Experience using trust accounting systems.
• Excellent analytical, organizational and communication skills- verbal and written.
• Flexible and comfortable dealing with variable workload, frequently dealing with several ongoing matters, at the same time.
• Commitment to quality and strong attention to detail.
• Ability to manage time and multiple priorities as well as be self-directed within a team setting.
• Efficiently and effectively work under pressure.

In addition to the above essential duties and responsibilities, this role includes other duties as assigned. This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties This job description does not constitute a written or implied contract of employment.

WORKING CONDITIONS AND ENVIRONMENT:

Office based. Transportation back/forth to local banks and post office may be required. Ability to work-from-home available upon request.

Compensation:

An attractive compensation package is available and will be based upon the successful candidate’s relevant experience and overall suitability for the position.

EQUAL EMPLOYMENT OPPORTUNITY 

Trident Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.