Director of Operations
Cornerstone Private Asset Trust Company, Sioux Falls, SD, United States
Who We Are
Cornerstone Private Asset Trust Company, LLC is a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills, dynasty, charitable, and revocable living wills. Primary Purpose
This role serves as the Compliance Officer for Cornerstone and oversees all aspects of the Trust Operations function. The incumbent will design and implement operations systems to streamline business operations and maximize revenue while managing process and people. This position requires the ability to translate strategic vision into actionable tasks and to serve as the AML/BSA expert internally, creating proactive compliance policies and procedures to mitigate risk. The role is hybrid with some in‑office expectations and the opportunity to work remotely. Candidates must live in, or be open to relocating to, Sioux Falls, SD. Responsibilities
Oversee all aspects of Trust Operations Lead Trust Operations and Administrative staff Manage, implement, and own all technology solutions, including updates and employee training Research and recommend changes when necessary Manage new initiatives and efficiency projects Ensure compliance and due diligence through monthly, quarterly, and annual processes Create and maintain an internal audit program Serve as AML/BSA Compliance Officer Prepare quarterly and annual reporting for SDDB and participate in annual audits Continuously improve processes by analyzing existing ones and optimizing for accuracy and efficiency Identify priorities and opportunities for interdepartmental improvements Analyze data to support decision making Implement business strategy under direction from the President Preferred Qualifications And Skills
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 Proactive in seeking and acting on feedback to implement changes as necessary Willingness to contribute in a small office environment, even when tasks are outside of one's primary skill set Excellent organizational and interpersonal skills Creative problem‑solving ability Professional and technical discretion on matters of significance Ability to manage multiple tasks simultaneously and solve problems Strong written and verbal communication skills Meticulous follow‑up 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 delegate appropriately Capability to thrive in a high‑paced, sometimes stressful environment Proficiency with Microsoft Office Suite or related software Who Should Apply
Someone who enjoys working in a small team environment Someone passionate about compliance and leadership Someone driven, detail oriented, and full of fresh ideas and enthusiasm Someone ready for a challenge and willing to build a department, process, and procedures What You'll Love About Us
Make an Impact – We care about your individuality by giving you freedom to grow and create within the company, regardless of your position. Rest and Relaxation – 18 days paid time off and 8 paid holidays Health Benefits – Medical with HSA and FSA options, dental, and vision Prepare for the Future – 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance Give Back – Get paid to give your time to the community: ask us about it! Educational Benefits – We can help cover expenses for industry certifications or higher education Flexible Work Models – In‑office, work‑from‑home, or hybrid, depending on position and location We understand that not everyone brings 100% of the skills and experience for the role. At Cornerstone we are focused on building a diverse and inclusive workforce and offering opportunities to those with a variety of workplace experiences and backgrounds. Whether you are looking to grow your skills, returning to work after a gap in employment, or looking to take the next step in your career, we are excited to learn more about you and encourage you to apply! Equal Opportunity Employment Cornerstone is proud to be an equal opportunity employer. Our policy extends equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law.
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Cornerstone Private Asset Trust Company, LLC is a boutique trust company that helps businesses and individuals implement estate planning goals and transition wealth from one generation to the next. We provide services above and beyond those of a traditional trust company by focusing on the individual nature of each client and their long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, Cornerstone provides unique tax advantages to its clients as well as a wide variety of specialized trust services, including trusts under wills, dynasty, charitable, and revocable living wills. Primary Purpose
This role serves as the Compliance Officer for Cornerstone and oversees all aspects of the Trust Operations function. The incumbent will design and implement operations systems to streamline business operations and maximize revenue while managing process and people. This position requires the ability to translate strategic vision into actionable tasks and to serve as the AML/BSA expert internally, creating proactive compliance policies and procedures to mitigate risk. The role is hybrid with some in‑office expectations and the opportunity to work remotely. Candidates must live in, or be open to relocating to, Sioux Falls, SD. Responsibilities
Oversee all aspects of Trust Operations Lead Trust Operations and Administrative staff Manage, implement, and own all technology solutions, including updates and employee training Research and recommend changes when necessary Manage new initiatives and efficiency projects Ensure compliance and due diligence through monthly, quarterly, and annual processes Create and maintain an internal audit program Serve as AML/BSA Compliance Officer Prepare quarterly and annual reporting for SDDB and participate in annual audits Continuously improve processes by analyzing existing ones and optimizing for accuracy and efficiency Identify priorities and opportunities for interdepartmental improvements Analyze data to support decision making Implement business strategy under direction from the President Preferred Qualifications And Skills
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 Proactive in seeking and acting on feedback to implement changes as necessary Willingness to contribute in a small office environment, even when tasks are outside of one's primary skill set Excellent organizational and interpersonal skills Creative problem‑solving ability Professional and technical discretion on matters of significance Ability to manage multiple tasks simultaneously and solve problems Strong written and verbal communication skills Meticulous follow‑up 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 delegate appropriately Capability to thrive in a high‑paced, sometimes stressful environment Proficiency with Microsoft Office Suite or related software Who Should Apply
Someone who enjoys working in a small team environment Someone passionate about compliance and leadership Someone driven, detail oriented, and full of fresh ideas and enthusiasm Someone ready for a challenge and willing to build a department, process, and procedures What You'll Love About Us
Make an Impact – We care about your individuality by giving you freedom to grow and create within the company, regardless of your position. Rest and Relaxation – 18 days paid time off and 8 paid holidays Health Benefits – Medical with HSA and FSA options, dental, and vision Prepare for the Future – 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance Give Back – Get paid to give your time to the community: ask us about it! Educational Benefits – We can help cover expenses for industry certifications or higher education Flexible Work Models – In‑office, work‑from‑home, or hybrid, depending on position and location We understand that not everyone brings 100% of the skills and experience for the role. At Cornerstone we are focused on building a diverse and inclusive workforce and offering opportunities to those with a variety of workplace experiences and backgrounds. Whether you are looking to grow your skills, returning to work after a gap in employment, or looking to take the next step in your career, we are excited to learn more about you and encourage you to apply! Equal Opportunity Employment Cornerstone is proud to be an equal opportunity employer. Our policy extends equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law.
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