Trust & Wealth Administrative Assistant

Job Summary
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