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 * Associate's degree in Business, Finance, Accounting, Communications, or related field preferred. * Bachelor's 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