Director of Trust Operations

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 as well

as dynasty, charitable, revocable living wills.

Primary Purpose

This role will act as Compliance Officer for Cornerstone as well as oversee all aspects of Trust Operations

function. This includes designing and implementing operations systems to streamline business operations and

maximize revenue. This role requires ability to manage process and people as well as efficiently translate

strategic vision into actionable tasks. This person is the AML/BSA expert internally and creates actionable and

proactive compliance policy and procedure to mitigate risk. This position is hybrid with some in office

expectation as well as opportunity to work remotely. Candidates can work out of our Bloomington, MN or Sioux Falls, SD offices or be remote. If remote, must be willing to travel one week out of each month to one of the two offices previously listed.

Responsibilities Include But Are Not Limited To

• 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
  
  

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
• 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 corelate 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
  
  

Who Should Apply

• If you like the idea of working in a small team environment
• If you have a passion for compliance and leadership
• If you are driven, detail oriented, and have fresh ideas and enthusiasm at work
• If you enjoy a challenge and are open to building 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, 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 this!
• Educational Benefits. Whether you are studying for your industry certifications, or currently
  
  

enrolled in higher education, we can help cover some of those expenses.

• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.
  
  

Not sure if you qualify? Think about applying anyway:

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 offer 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!

BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong

culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It

is our policy to extend 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