Embark on a career where innovation meets impact! Join our dynamic team as we redefine Trust Services with a commitment to excellence and a culture of collaboration. If you’re passionate about ensuring the legacy for future generations, ready to make a difference, and thrive in a fast-paced environment, this opportunity is tailored for you. Explore a fulfilling career with us where your skills are valued, and your potential is unleashed. Apply now and be a part of something extraordinary!
We are in search of a dynamic and resourceful full-time Trust Officer to join our team. As North Dakota’s only independent trust company, providing comprehensive trust and wealth management services, we cultivate a family-first culture within our company.”
Responsibilities include the following:
Analyze and interpret trust and other legal documents to ensure proper administration of accounts.
Execute comprehensive management and administration of various accounts, including Trust, Conservatorship, estate, IRA and Investment accounts, on behalf of clients.
Manage the administration of specialty assets such as real estate, mineral rights, etc.
Collaborate with attorneys and CPAs of clients on behalf of mutual clients as needed.
Develop client relationships and consistently provide an exceptional client experience in person, over the phone and through written communication.
Authorize transactions performed by Administrative Associates, based on client requests and/or direction of trust documents.
Initiate contact with potential clients and develop expanded relationships with existing clients and their families.
Engage in external networking events to create new business opportunities.
Position Requirements:
A Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience is a prerequisite.
Minimum of 2 years of prior experience in trust administration is preferred.
Minimum of 1 years of prior experience in legal, trust accounting or CPA is preferred.
Possess a general understanding of the tax flow and accounting income of Trusts and Estates.
Demonstrate strong written and verbal communication skills.
Display self-motivation and the ability to work effectively both independently and in a team environment.
Resourceful in problem solving and seeking answers when encountering new situations.
Exhibit strong organizational skills, attention to detail, ability to multitask and excellent follow-up abilities.
Proficient in Microsoft Word & Excel.
Must align with Heartland Trust Companies Core Values:
Integrity – Trust, Honesty, Respect
Service – Going above and beyond
Togetherness – Different Opinions, unified at heart
Mission Statement:
To provide a lifelong commitment to the well-being of the those we serve.
