Trust Officer

Our Sioux Falls, SD office has an exciting opportunity for a Trust Officer! The Trust Officer is responsible for administering a portfolio of trust accounts, including complex and high-value relationships, in accordance with governing documents, company policies, and regulatory requirements. The role exercises independent judgment and partners with internal teams to ensure high-quality client service, operational accuracy, and compliance. This position may assist in training and oversight of Trust Administrators and/or Administrative Assistants but has no direct reports.

This role is an on-site position located at 5006 S Broadband Ln Unit 110, Sioux Falls, SD 57108.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $110,000.00 to $120,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the annual corporate bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Client and Account Administration

• Administer a portfolio of client accounts, including complex structures and diverse asset classes. This includes:

  • Serving as the primary contact for clients, advisors and external partners;

  • Answering client questions and coordinating delivery of services;

  • Facilitating and overseeing distributions, transactions and daily account activity;

  • Maintain ongoing client communication and service delivery;

  • Review account activity, statements and fee collection;

  • Oversee completion of the tax preparation process;

  • Perform annual account reviews; Maintain complete and audit-ready account documentation;

  • Review onboarding documentation and account closing packages;

  • Process asset additions, transfers, and revocations;

  • Ensure timely completion of all assigned projects.

Risk, Compliance & Governance

• Adhere to company policies, procedures, and regulatory requirements including BSA/AML; Support audits, exams, and regulatory interactions.

• Complete annual administrative, risk, and investment reviews.

• Prepare and present discretionary requests to committee.

• Promote strong compliance culture and process improvements.

Communication and Team Support

• Assist in training and mentoring assigned team members.

• Participate in department meetings and initiatives.

• Support process consistency and operational improvements.

• Partner with and communicate frequently and effectively with Financial Advisors and clients’ attorneys on all trust and estate matters.

• Attend and coordinate with external client advisors, including accountants, attorneys and family offices.

Additional Expectations

• Maintain knowledge of trust laws and industry practices.

• Participate in continuing education.

• Manage competing priorities in a dynamic environment.

• Perform other duties as assigned.

Education/Qualifications

• Bachelor's degree (or equivalent experience) required.

• Minimum of 3 years’ experience as a Trust Officer (preferred).

• A Certified Trust Financial Advisor designation, (preferred).

• Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization.

• Strong organization and attention to detail.

• Experience with Microsoft Office suite.

• Salesforce experience a plus.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $87,400.00 to $131,100.00. However, the base salary range bolded above ($110,000.00 to $120,000.00) is what we expect to pay as a starting range for this position.