Base: $52,000 - $72,500; bonus/equity: not specifi...
Hybrid, with the ability to commute to sioux falls, sd, or minneapolis, mn office.
Oversee and approve trust transactions
Support cash flow reconciliation processes
Own fee reconciliation and collection activities
Longevity Holdings is seeking a Trust Administration Specialist for their LITCO business in Sioux Falls, SD. The role involves overseeing trust operations, ensuring compliance, and supporting Trust Officers with various inquiries and initiatives
Job Summary
This role provides oversight of trust operations including transaction approvals, cash and fee reconciliations, and third-party processing to ensure accurate settlement and compliance.
The position supports Trust Officers with client inquiries, trust closings, audits, tax preparation, and operational improvement initiatives while ensuring adherence to regulatory standards.
Benefits include comprehensive health insurance, generous PTO, summer hours, and investment in career development through LinkedIn Learning and professional development funds.
Matching Summary
Match Score: 85
Longevity Holdings is seeking a Trust Administration Specialist for their LITCO business in Sioux Falls, SD. The role involves overseeing trust operations, ensuring compliance, and supporting Trust Officers with various inquiries and initiatives.
Salary
Base: $52,000 - $72,500; Bonus/Equity: Not specified; Benefits: Comprehensive health, dental, vision, life insurance, disability, PTO, holidays, floating holidays, summer hours, career development funds
Skills & Requirements
Must-have
Oversee and approve trust transactions
Support cash flow reconciliation processes
Own fee reconciliation and collection activities
Monitor third-party vendor performance
Direct trust closing processes
Coordinate tax reporting and audit activities
Nice-to-have
Strong attention to detail
Ability to analyze information independently
Proficiency using Microsoft Office
Knowledge of trust lifecycle management
Experience in operational improvement initiatives
Key Requirements
Bachelor's degree in business, finance, accounting or related field
3+ years of trust, banking, life insurance, law, or financial services experience
Must be currently legally authorized to work in the U.S. without sponsorship
Work Rights
Must be currently legally authorized to work in the U.S.