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BGM · 1 month ago

Director of Operations

Sioux Falls, South Dakota, United States

Full-time

Hybrid

Lead/Staff

$120K/yr - $150K/yr

Cornerstone Private Asset Trust Company, LLC is a boutique trust company focused on estate planning and wealth transition. The Director of Operations will act as Compliance Officer and oversee Trust Operations, designing systems to streamline operations and enhance revenue while managing compliance and due diligence processes.

ConsultingFinancial ServicesInsurance

Responsibilities

Oversees all aspects of Trust Operations function

Responsible for the leadership of all Trust Operations and Administrative staff

Manages, implements and owns all technology solutions including updates and employee training; research and recommend changes when necessary

Manage new initiatives and efficiency projects

Responsible for compliance and due diligence including monthly, quarterly and annual process and creating internal audit program

AML/BSA Compliance Officer

Quarterly and annual reporting for SDDB

Prepare and participate in annual audits

Responsible for continuous improvement including constantly analyzing existing processes and optimizing for accuracy and efficiency

Independently identify priorities and opportunities for interdepartmental improvements

Ability to analyze data to help drive decision making

With direction from President, implement business strategy

Qualification

AML/BSA ExpertiseTrust Operations ExpertiseAnalytical SkillsCompliance ManagementLeadership SkillsCustomer Service SkillsSupervisory SkillsCreative Problem-SolvingInterpersonal SkillsOrganizational SkillsTime ManagementCommunication SkillsAttention to Detail

Required

Senior Manager/Supervisor experience

Preferred

AML/BSA Expertise Required

Expertise in trust operations required

Demonstrated ability to provide quality and proactive solutions to clients

Ability and desire to help grow the organization while maintaining exemplary client service

Desire to proactively ask for and take feedback on performance and ability to implement changes as necessary

Willingness to promote to a small office environment which can, at times, include contributing in ways that may not directly correlate to the candidate's skill set or job description

Excellent organizational and interpersonal skills

Creative problem-solving ability

Ability to exercise professional and technical discretion on matters of significance

Demonstrated ability to manage multiple tasks simultaneously and problem solve

Strong written and communication skills

Meticulous follow-up skills

Excellent verbal and written communication skills

Excellent customer service skills

Exceptional attention to detail

Time management skills with a proven ability to meet deadlines

Analytical and problem-solving skills

Strong supervisory and leadership skills

Ability to prioritize tasks and to delegate them when appropriate

Ability to function well in a high-paced and at times stressful environment

Proficient with Microsoft Office Suite or related software

Benefits

18 days paid time off

8 paid holidays

Medical with HSA and FSA options

Dental, and vision

401(k) with a generous company contribution

Access to a personal financial planner

Both legal and life insurance

Get paid to give your time to the community

Educational Benefits

Flexible Work Models

Company

BGM

Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients.

Founded in 1982