Cornerstone Private Asset Trust Company ยท 1 month ago
Director of Operations
Sioux Falls, SD
Full-time
Hybrid
Lead/StaffCornerstone Private Asset Trust Company is a boutique trust company focused on helping businesses and individuals with estate planning and wealth transition. The Director of Operations will serve as the Compliance Officer and oversee Trust Operations, implementing systems to streamline operations and manage compliance effectively.
Asset ManagementRetirementWealth Management
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
Required
AML/BSA Compliance Officer
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, and both legal and life insurance
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In-office, work-from-home, or hybrid, depending on position and location
Company
Cornerstone Private Asset Trust Company
Cornerstone Private Asset Trust Company provides wealth management services to clients, business owners, and corporations.
Founded in 2002
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Daniel Boeckermann
Co-Founder, Chairman of the Board of Directors
Company data provided by crunchbase