Job Description
Job Title: Trust Officer
Location: Greater Sioux Falls / Work From Home (must be South Dakota based)
Employment Type: Full-Time
Industry: Financial Services / Trust Administration
Compensation: $75,000 – $125,000, depending on experience
About Amicus Trust Company:
Amicus Trust Company provides expert trust administration with a focus on Settlement and Special Needs Trusts. We help protect and preserve assets for individuals who need long-term financial support, often following legal settlements. Our team works closely with families, attorneys, and caregivers to ensure compliance, transparency, and integrity in every trust we manage.
We are seeking a dedicated Trust Officer to join our growing team and manage a portfolio of trusts with professionalism, empathy, and precision.
Compensation & Benefits
- Salary: $75,000 – $125,000 (based on experience)
- Profit Sharing Plan
- 5% matching 401(k) contributions
- Paid time off & holidays
- Flexible work arrangements: in-office, remote, or hybrid
- Supportive, mission-driven team
- Ongoing professional development
Key Responsibilities
- Administer Settlement and Special Needs Trusts, ensuring compliance with trust documents, regulations, and fiduciary standards.
- Serve as primary contact for beneficiaries, families, attorneys, and stakeholders.
- Review and process disbursement requests, documenting decisions thoroughly.
- Coordinate with legal, financial, and benefits professionals to integrate trusts with government programs (SSI, Medicaid, SSDI).
- Maintain accurate records and ensure timely reporting, tax filings, and annual compliance reviews.
- Educate beneficiaries and families on trust terms, permissible expenses, and long-term planning strategies.
Qualifications
- Bachelor’s degree in Finance, Accounting, Law, or related field; CTFA or similar certification is a plus.
- 2+ years of experience as a Trust Officer or fiduciary, ideally with Settlement and Special Needs Trusts.
- Strong knowledge of public benefits programs (SSI, Medicaid, SSDI, etc.) and trust interactions.
- Excellent interpersonal and communication skills, client-focused and empathetic.
- Spanish-speaking skills are a plus.
- High attention to detail, strong organizational and analytical abilities.
- Ability to manage multiple trusts and deadlines with professionalism and accuracy.
- Experience with trust accounting software is a plus.
Why Join Us
At Amicus Trust Company, you’ll make a real difference in people’s lives while growing your career in a supportive, mission-driven environment. If you are detail-oriented, compassionate, and experienced in trust administration, we want to hear from you!