Sr. Trust Officer jobs in United States
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Longevity Holdings, Inc. · 1 month ago

Sr. Trust Officer

positionSioux Falls, SD
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date4+ years exp

Longevity Holdings, Inc. is a fast-growing organization and the country’s largest corporate trustee for irrevocable life insurance trusts. They are seeking a Sr. Trust Officer to manage trust documents, assist with account activities, and ensure compliance with policies and procedures.

ConsultingFinancial ServicesInsuranceLife Insurance
badNo H1Bnote

Responsibilities

Review of trust documents for new business acceptance
Completion of annual account reviews
Assist with settlement and account cash flow activities
Answer client questions and resolve issues
Assist with opening and closing accounts
Serve on the Trust Committee
Administer ILITs in accordance with the Trust Company’s Policies and Procedures
Assists with internal and external audit functions
Work closely with Life Insurance Trust Company’s affiliate company on administration and remediation needs for policies held in trust
Other duties as assigned

Qualification

Trust administrationLife insurance knowledgeAccounting degreeCTFACFACFPMBAMultitaskingBanking experienceFinancial services experienceCommunication skillsCritical thinking

Required

Degree in accounting, JD, finance, business or related field
4-5 years' experience in trust, banking, life insurance, or financial services
Strong verbal and written communication skills
Ability to work in a fast-paced environment, multitask, and think critically

Preferred

CTFA, CFA, CFP or MBA designation
Experience administering life insurance trusts

Benefits

Comprehensive health insurance, dental insurance, and vision coverage
Company-paid life insurance, short and long-term disability insurance
Generous PTO, paid holidays, and floating holidays
Summer hours: Participating employees will enjoy a half day every other Friday
Investment in career development including LinkedIn Learning and professional development funds

Company

Longevity Holdings, Inc.

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The subsidiary companies of Longevity Holdings, LLC are market leading technology-enabled providers of data, analytics, and services focused on our senior population.
dateFounded in 1998
location
Minneapolis, Minnesota, USA
people-size201-500 employees
web-link
https://longevity.inc/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Cornell Capital
2022-09-12Private Equity

Leadership Team

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Kurt Gearhart
CEO
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Cory Cates
Chief Information Officer
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Recent News

Business Wire
LONGEVITY HEALTH INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Merger of Longevity Health Holdings, Inc. - XAGE
2025-04-16
Business Wire
XAGE Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Longevity Health Holdings, Inc. Is Fair to Shareholders
2025-04-14
South Africa Today
CARMELL CORP REBRANDS AS LONGEVITY HEALTH HOLDINGS TO
2025-03-12
Company data provided by crunchbase