Trust Officer

Job Description

Job Description

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!