Job Description
Summary
BitGo/BitGo Trust Company is currently looking to hire a Trust Officer to work out of Sioux Falls, SD. This role will report into the Director of Trust Administration
Responsibilities
- Responsible for the oversight of all accounts under administration.
- Provide high-quality customer service by owning, monitoring, and improving customer service, handling customer inquiries, managing client communications throughout the entire customer relationship experience.
- Involvement in new account acceptance, account opening procedures, distributions, and closing account procedures.
- Ensure adherence to all legal and regulatory requirements related to Trust administration.
- Perform thorough annual and periodic reviews of trust accounts to ensure ongoing compliance, accuracy, and client satisfaction.
- Maintain proficient knowledge of trust rules and regulations, as well as company policies and procedures.
- Work closely with internal teams to ensure a cohesive approach to customer onboarding and account administration.
- Develop and maintain expertise in the products and services offered to clients.
Skills and Experience
- Bachelors Degree and an advanced degree or certification
- 6 years of customer relationship service and 3 years of experience working at a trust company
- Highly effective verbal and written communications
- Strong customer service skills
- Accuracy and attention to detail
- Highly organized with work tools like emails, spreadsheets, databases
- Extremely high sense of urgency when servicing external and internal clients
- Analytical skills, positive attitude, listening and problem-solving skills
Skills
- Attention to Detail
- Client Servicing
- Communications Skills
- Problem Solving