What are the responsibilities and job description for the Trust Fiduciary Support Temp position at Dahl Consulting?
Title: Trust Fiduciary Support Temp Location: St. Paul (Hybrid 2 days onsite, free parking) Job Type: 6 month Contract, possible extensions Compensation: $25-32/hr Industry: Financial Services --- About the Role Our client, a financial services organization providing trust and fiduciary solutions, is seeking a Trust Fiduciary Support Specialist for a temporary opportunity in St. Paul, MN. In this role, you will support the 2026 tax preparation cycle along with a variety of trust banking and fiduciary-related projects. You will assist with data management, tax documentation, Salesforce-related workflows, and process development while partnering closely with trust officers, project teams, management, and external tax professionals. This is an excellent opportunity for a detail-oriented professional with a background or interest in trust services, fiduciary operations, accounting, or financial services. Job Description As a Trust Fiduciary Support Specialist, you will: Serve as a liaison between the Trust Company and external tax accountants and firms to ensure client tax information is provided in a timely manner. Review and process completed tax returns in preparation for final review by Trust Officers. Route completed tax returns to the appropriate destinations based on instructions within the tax database and guidance from Trust Officers. Monitor and coordinate information requests and correspondence across multiple tax, accounting, and data management systems. Track deadlines and assist with the timely completion of tax filings and related deliverables. Support data management, Salesforce-related activities, workflow development, and other trust banking projects. Provide general administrative and operational support to the trust and fiduciary services team. Collaborate with project teams, management, and other stakeholders to support project objectives and deliverables. Manage multiple priorities and assignments while maintaining a high level of accuracy and attention to detail. Qualifications Required Strong attention to detail with the ability to manage multiple priorities and deadlines. Proficiency with Microsoft Office applications, particularly Microsoft Excel. Strong analytical, organizational, and problem-solving skills. Effective written and verbal communication skills. Ability to work independently while collaborating effectively with team members and stakeholders. Ability to coordinate information across multiple systems, workflows, and business partners. Preferred Knowledge of trust, fiduciary, or fiduciary accounting concepts. Previous experience working within a trust department, corporate trustee, trust bank, or related financial services organization. Experience supporting tax preparation, tax documentation, or accounting-related processes. Experience with Salesforce or similar CRM/workflow platforms. Bachelor's degree in accounting, finance, or a related field, or equivalent professional experience. Benefits Dahl Consulting is proud to offer a comprehensive benefits package to eligible employees that will allow you to choose the best coverage to meet your family's needs. For details, please review the DAHL Benefits Summary: https://www.dahlconsulting.com/benefits-w2fta/. How to Apply Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we've reviewed your application details, a recruiter will reach out to you with next steps! Equal Opportunity Statement As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you! #AF.Indeed #LI-MJ1 #LI-Hybrid #ZREmployment Type: CONTRACTOR
Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.
Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.
Salary : $25 - $32