Trust Officer

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit Our Sioux Falls, SD office has an exciting opportunity for a Trust Officer! The Trust Officer is responsible for administering a portfolio of trust accounts, including complex and high-value relationships, in accordance with governing documents, company policies, and regulatory requirements. The role exercises independent judgment and partners with internal teams to ensure high-quality client service, operational accuracy, and compliance. This position may assist in training and oversight of Trust Administrators and/or Administrative Assistants but has no direct reports. This role is an on-site position located at 5006 S Broadband Ln Unit 110, Sioux Falls, SD 57108. In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $120,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the annual corporate bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Client and Account Administration Administer a portfolio of client accounts, including complex structures and diverse asset classes. This includes: Serving as the primary contact for clients, advisors and external partners; Answering client questions and coordinating delivery of services; Facilitating and overseeing distributions, transactions and daily account activity; Maintain ongoing client communication and service delivery; Review account activity, statements and fee collection; Oversee completion of the tax preparation process; Perform annual account reviews; Maintain complete and audit-ready account documentation; Review onboarding documentation and account closing packages; Process asset additions, transfers, and revocations; Ensure timely completion of all assigned projects. Risk, Compliance & Governance Adhere to company policies, procedures, and regulatory requirements including BSA/AML; Support audits, exams, and regulatory interactions. Complete annual administrative, risk, and investment reviews. Prepare and present discretionary requests to committee. Promote strong compliance culture and process improvements. Communication and Team Support Assist in training and mentoring assigned team members. Participate in department meetings and initiatives. Support process consistency and operational improvements. Partner with and communicate frequently and effectively with Financial Advisors and clients’ attorneys on all trust and estate matters. Attend and coordinate with external client advisors, including accountants, attorneys and family offices. Additional Expectations Maintain knowledge of trust laws and industry practices. Participate in continuing education. Manage competing priorities in a dynamic environment. Perform other duties as assigned. Education/Qualifications Bachelor's degree (or equivalent experience) required. Minimum of 3 years’ experience as a Trust Officer (preferred). A Certified Trust Financial Advisor designation, (preferred). Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization. Strong organization and attention to detail. Experience with Microsoft Office suite. Salesforce experience a plus. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $87,400.00 to $131,100.00. However, the base salary range bolded above ($110,000.00 to $120,000.00) is what we expect to pay as a starting range for this position. #LI-ONSITE #LI-AP1 Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at View phone number on click.appcast.io Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit Wealth Enhancement Careers