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Trust Officer

$75k - $125k

Amicus-Trust-Company,-LLC

Job Title: Trust Officer
Location: Greater Sioux Falls / Hybrid
Employment Type: Full-Time
Industry: Financial Services / Trust Administration
Compensation: $75,000 – $125,000, depending on experience

About Amicus Trust Company:
Amicus Trust Company provides expert trust administration with a focus on Settlement and Special Needs Trusts . We help protect and preserve assets for individuals who need long-term financial support, often following legal settlements. Our team works closely with families, attorneys, and caregivers to ensure compliance, transparency, and integrity in every trust we manage.

We are seeking a dedicated Trust Officer to join our growing team and manage a portfolio of trusts with professionalism, empathy, and precision .

Compensation & Benefits
  • Salary: $75,000 – $125,000 (based on experience)
  • Profit Sharing Plan
  • 5% matching 401(k) contributions
  • Paid time off & holidays
  • Flexible work arrangements: in-office, remote, or hybrid
  • Supportive, mission-driven team
  • Ongoing professional development
Key Responsibilities
  • Administer Settlement and Special Needs Trusts , ensuring compliance with trust documents, regulations, and fiduciary standards.
  • Serve as primary contact for beneficiaries, families, attorneys, and stakeholders.
  • Review and process disbursement requests , documenting decisions thoroughly.
  • Coordinate with legal, financial, and benefits professionals to integrate trusts with government programs (SSI, Medicaid, SSDI).
  • Maintain accurate records and ensure timely reporting, tax filings, and annual compliance reviews.
  • Educate beneficiaries and families on trust terms, permissible expenses, and long‑term planning strategies.
Qualifications
  • Bachelor’s degree in Finance, Accounting, Law, or related field; CTFA or similar certification is a plus.
  • 2+ years of experience as a Trust Officer or fiduciary, ideally with Settlement and Special Needs Trusts.
  • Strong knowledge of public benefits programs (SSI, Medicaid, SSDI) and trust interactions.
  • Excellent interpersonal and communication skills , client‑focused and empathetic.
  • Spanish‑speaking skills are a plus.
  • High attention to detail , strong organizational and analytical abilities.
  • Ability to manage multiple trusts and deadlines with professionalism and accuracy.
  • Experience with trust accounting software is a plus.
Why Join Us

At Amicus Trust Company, you’ll make a real difference in people’s lives while growing your career in a supportive, mission‑driven environment . If you are detail‑oriented, compassionate, and experienced in trust administration , we want to hear from you!

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Vacancy posted 2 days ago
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