Trust Onboarding Officer

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 an Onboarding Officer.

The Onboarding Officer will support the company in onboarding trust structures. This person 
will effectively explain to clients and colleagues the onboarding process as well as communicate 
fees to both parties. This person should effectively organize and maintain important data.
If you have extensive administrative experience and would like to gain new skills in a new and 
challenging area, please do not hesitate to apply.

Role & Responsibilities:

• Possess a firm understanding of the trust and company onboarding document, due 
  diligence, and KYC requirements for all structures and parties.
• Conduct a complete review of all onboarding, due diligence and KYC document 
  submissions accurately and in a timely manner, generally the same or next business day.
• Identify all key contacts in a relationship involved in onboarding and manage those 
  ongoing relationships.
• Effectively communicate fees to both clients and internal parties for implementation.
• Communicate effectively with other business lines to solicit the review of onboarding or 
  KYC documentation, accommodate special billing or other requests, and facilitate 
  account handoffs.
• Independently and effectively organize and manage a book of actively onboarding trust 
  structures.
• Maintain all client and structure-related data in Salesforce and Box.
• Create and manage opportunities in D365.
  

Minimum Qualifications:

• Associate's degree in business, human resources, marketing or a related field.
• One year working in onboarding or other relevant administrative and client-centered
  experience.
• Working use of Microsoft Office Suite, Adobe, and willingness to learn new programs.
• Basic understanding of trust documents and related fiduciary terms.
  

Preferred Qualifications:

• Bilingual (fluently speaking, reading and writing in Spanish).
• Bachelor’s degree.
• Strong, professional, verbal, and written communication skills.
• Excellent organizational and time management skills with an innate attention to detail.
• Flexible and comfortable dealing with variable workload, frequently dealing with several 
  ongoing matters, at the same time.
• Quick learner with the ability to take direction, work as a team and independently.
• Ability to work with clients to facilitate administrative duties.
  

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.
Compensation:

An attractive compensation package with benefits is available. This 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.