Trust Data Entry Assistant

Job Description

Job Description

Salary:

The Role

Trident Trust is seeking a detail-oriented and organized Trust Data Entry Assistant to support the Onboarding, Trust Administration, and Management teams in Sioux Falls, South Dakota. This position plays an important role in the onboarding and administration process by assisting with data entry, maintaining accurate records within the CRM and Microsoft Dynamics 365 systems, and supporting the firms KYC and due diligence procedures. The ideal candidate will possess strong organizational and communication skills, excellent attention to detail, and the ability to manage multiple priorities in a fast-paced professional environment. A basic understanding of trust and legal terminology is preferred, along with a willingness to learn fiduciary and onboarding processes.

Key Responsibilities

• Assist the Onboarding Team, Trust Administration, and Management with data entry and maintenance within the CRM system and Microsoft Dynamics 365
• Create, update, and manage new business opportunities and onboarding records in Microsoft D365
• Maintain accurate client and prospect information while ensuring consistency across systems
• Develop an understanding of trust and company onboarding documentation, due diligence requirements, and KYC/AML procedures for various structures and related parties
• Communicate effectively with internal departments and management regarding onboarding matters and account status updates
• Follow established onboarding policies, procedures, and internal compliance requirements
• Assist with document organization, filing, and electronic record management
• Support special projects and additional administrative duties as assigned

Minimum Qualifications

• High school diploma required; associate degree preferred
• Excellent typing, spelling, grammar, and proofreading skills
• Strong organizational and time management abilities with exceptional attention to detail
• Ability to manage multiple ongoing matters and adapt to changing priorities
• Working knowledge of Microsoft Office Suite and Adobe Acrobat
• Familiarity with Microsoft Dynamics 365 and/or Salesforce is a plus
• Basic understanding of trust, fiduciary, or legal terminology preferred
• Strong interpersonal and communication skills
• Professional demeanor and ability to work effectively in a team environment

Preferred Attributes

• Self-motivated with a strong work ethic

• Comfortable working in a fast-paced professional environment
• Ability to learn new systems and procedures quickly
• Flexible and dependable team player
• Strong problem-solving and analytical skills
• Commitment to accuracy, confidentiality, and high-quality work product

This job description is intended to describe the general nature and level of work being performed. It reflects clarification and alignment of responsibilities and is not intended to represent a significant change in the overall role. This job description is not intended to be an exhaustive list of all responsibilities, duties, or qualifications required. Responsibilities may be adjusted from time to time to meet business needs. This job description does not constitute a contract of employment and does not alter the at-will employment relationship.

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.