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

• Associates degree in Business, Finance, Accounting, Communications, or related field preferred.
• Bachelors 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