Trust Officer II

First Interstate

. Manage a portfolio and full book of client accounts .

Posted 10/30/2026full-timeWatertown • South Dakota • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in trust administration and estate planning, with a strong understanding of financial markets and investment strategies. Proficient in managing client accounts while ensuring compliance with relevant laws and regulations.

Highest-signal resume keywords

Trust AdministrationEstate PlanningFinancial Markets UnderstandingClient Relationship ManagementRegulatory Compliance

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Trust Account ManagementEstate AdministrationFinancial AnalysisRisk AssessmentValuation and Due DiligenceTax Filing AccuracyTechnical Documentation InterpretationAlgebra and Geometry ApplicationAccount OnboardingAccount Termination

Soft Skills

Effective CommunicationCollaborationAttention to DetailOrganizational SkillsAdaptability Under Pressure

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Industry Keywords

TrustsEstatesConservatorshipsInvestment AgenciesIRA AccountsCompliance RegulationsFinancial PlanningLegal DocumentationTax RegulationsEthical Standards

About the role

Key responsibilities & impact

Manage a portfolio and full book of client accounts
Deliver trust and estate planning services across trusts, estates, conservatorships, investment agencies, and IRA accounts
Maintain and administer existing accounts in compliance with bank policies, state laws, account documents, and Federal Reserve and State Banking Commissioner regulations
Administer personal trust accounts and interpret trust agreements
Assist with estate administration, including marshalling and distributing assets and resolving estate claims
Oversee account onboarding and termination
Administer unique and special assets, including valuations, inspections, and due diligence
Identify, assess, and manage legal, financial, and reputational risks
Coordinate with clients, Wealth Advisors, legal professionals, and tax professionals on financial and estate plans
Ensure trust documentation and tax filings are accurate, timely, and compliant
Review account financial and tax status, risk tolerances, investment objectives, and cash flow needs
Conduct regular trust account reviews for compliance
Support Wealth Advisors with business development, account servicing, and client relationship expansion
Provide superior customer service and respond to client inquiries and requests
Maintain detailed electronic records of account holdings, transactions, and documentation
Prepare and present account status updates to clients and senior management
Collaborate with Legal, Compliance, Tax, and Audit departments
Perform other duties as assigned

Requirements

What you’ll need

High School Diploma or General Education Degree (GED) required
Bachelor's Degree in Accounting, Finance, Business Administration, or related field preferred
1-3 years experience in trust administration, estate planning or related field
Ability to manage a complex mix of Agencies, IRAs and Trust accounts in a book of at least 150-225 and/or the equivalent combination of education and experience required
Effective verbal and written communication skills
Ability to work collaboratively with co-workers
Ability to prioritize workload and remain adaptable under pressure
Strong attention to detail
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Ability to read and comprehend technical instructions, correspondence, policies, procedures, laws, and regulations
Ability to interpret policy and procedure manuals
Ability to write complex correspondence and professional documentation
Ability to present information to customers, clients, and colleagues
Ability to calculate figures, percentages, interest, commissions, proportions, discounts, and area
Ability to apply basic algebra and geometry
Ability to resolve problems involving multiple concrete variables
Strong understanding of financial markets, investment strategies, and trust and estate planning
Familiarity with trust and estate laws, tax regulations, and legal documentation
Ability to explain complex financial and legal concepts to clients
Strong organizational and time management skills
Adherence to high ethical standards
Regular and predictable attendance required

Benefits

Comp & perks

Generous Paid Time Off (PTO)
Paid federal holidays
Student debt employer repayment program
401(k) retirement plan with a 6% match
Reasonable accommodations for qualified individuals with disabilities