Trust & Wealth Administrative Assistant

Assistant To Trust And Wealth Management Advisors

The Assistant to Trust and Wealth Management Advisors provides administrative and client service support to Trust and Wealth Advisors. This position plays a key role in delivering exceptional client experiences by assisting with account administration, preparing client meeting materials, managing documentation, maintaining accurate records, and supporting day-to-day trust and wealth management functions.

Essential Functions Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.

Client Service & Administrative Support Serve as a primary point of contact for clients regarding routine inquiries and account requests. Schedule and coordinate client meetings, calls, and reviews. Assist in preparing client presentation materials, financial reports, and meeting packets. Facilitate communication between clients, advisors, attorneys, accountants, and other professional partners. Ensure a high level of professionalism, confidentiality, and responsiveness in all client interactions. Manage calendars, appointments, and meeting logistics for advisors. Maintain electronic and physical client files. Draft correspondence, reports, and client communications. Process incoming and outgoing mail and maintain records retention standards. Support special projects and departmental initiatives as assigned.

Trust & Wealth Management Support Assist with trust account administration and maintenance. Prepare and process trust-related documentation and account forms. Monitor account activities and follow up on outstanding items. Maintain accurate client and trust records in accordance with regulatory and company requirements. Assist with distributions, transfers, and other trust transactions as directed. Support wealth advisors with client onboarding and account setup. Assist with gathering financial information and documentation. Prepare account review materials and performance reports. Coordinate processing of account maintenance requests and client service transactions. Monitor workflow and ensure timely completion of service requests.

Compliance & Risk Management Ensure adherence to internal policies, regulatory requirements, and fiduciary standards. Maintain confidentiality of sensitive client and financial information. Assist with audit requests, compliance reviews, and documentation requirements. Stay current on procedures related to trust and wealth management operations.

Education & Experience Associate's degree in Business, Finance, Accounting, Communications, or related field preferred. Bachelor's degree preferred. 2+ years of administrative, banking, trust, wealth management, financial services, or related experience preferred. Experience supporting advisors or working with high-net-worth clients is a plus. Strong organizational and time-management skills. Excellent verbal and written communication abilities. Exceptional attention to detail and accuracy. Ability to maintain confidentiality and professionalism. Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint. Ability to prioritize multiple tasks and meet deadlines. Strong customer service and relationship-building skills. Working knowledge of trust administration, investments, and financial services preferred.

We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: Health Insurance- Dacotah Bank pays 100% of the premium, family and individual coverage Dental Insurance- Dacotah Bank pays 100% of the premium, family and individual coverage Health Savings Account Life Insurance for the employee and family Paid Vacation and Sick Time Retirement Plan Options Additional Perks and Benefits