Director of Compliance & Operations

Remote Full-time
Who We are:Cornerstone Private Asset Trust Company, LLC, is a boutique trust company that helps businesses and individualsimplement estate planning goals and transition wealth from one generation to the next. We provide servicesabove and beyond those of a traditional trust company by focusing on the individual nature of each client andtheir long-term goals. With offices in Sioux Falls, SD and Bloomington, MN, Cornerstone provides unique taxadvantages to its clients as well as a wide variety of specialized trust services, including trusts under wills as wellas dynasty, charitable, revocable living wills.Primary Purpose:This role will act as Compliance Officer for Cornerstone as well as oversee all aspects of Trust Operationsfunction. This includes designing and implementing operations systems to streamline business operations andmaximize revenue. This role requires ability to manage process and people as well as efficiently translatestrategic vision into actionable tasks. This person is the AML/BSL expert internally and creates actionable andproactive compliance policy and procedure to mitigate risk.This position is hybrid with some in officeexpectation as well as opportunity to work remotely. Candidate must live in, or be open to relocating to Sioux Falls, SD. Responsibilities Include but are not Limited to:Oversees all aspects of Trust Operations functionResponsible for the leadership of all Trust Operations and Administrative staffManages, implements and owns all technology solutions including updates and employee training;research and recommend changes when necessaryManage new initiatives and efficiency projectsResponsible for compliance and due diligence including monthly, quarterly and annual process andcreating internal audit programAML/BSL Compliance OfficerQuarterly and annual reporting for SDDBPrepare and participate in annual auditsResponsible for continuous improvement including constantly analyzing existing processes andoptimizing for accuracy and efficiencyIndependently identify priorities and opportunities for interdepartmental improvementsAbility to analyze data to help drive decision makingWith direction from President, implement business strategyPreferred Qualifications and Skills:AML/BSA Expertise RequiredExpertise in trust operations requiredDemonstrated ability to provide quality and proactive solutions to clientsAbility and desire to help grow the organization while maintaining exemplary client serviceDesire to proactively ask for and take feedback on performance and ability to implement changes asnecessaryWillingness to promote to a small office environment which can, at times, include contributing in waysthat may not directly corelate to the candidate's skill set or job descriptionExcellent organizational and interpersonal skillsCreative problem-solving abilityAbility to exercise professional and technical discretion on matters of significanceDemonstrated ability to manage multiple tasks simultaneously and problem solveStrong written and communication skillsMeticulous follow-up skillsExcellent verbal and written communication skills.Excellent customer service skillsExceptional attention to detailTime management skills with a proven ability to meet deadlinesAnalytical and problem-solving skillsStrong supervisory and leadership skillsAbility to prioritize tasks and to delegate them when appropriateAbility to function well in a high-paced and at times stressful environmentProficient with Microsoft Office Suite or related softwareWho Should Apply:If you like the idea of working in a small team environmentIf you have a passion for compliance and leadershipIf you are driven, detail oriented, and have fresh ideas and enthusiasm at workIf you enjoy a challenge and are open to building a department, process and proceduresWhat You'll Love About Us:Make an Impact.We care about your individuality by giving you freedom to grow and createwithin 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 personalfinancial 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 currentlyenrolled 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 arefocused on building a diverse and inclusive workforce and offer opportunities to those with a variety ofworkplace experiences and backgrounds. Whether you are looking to grow your skills, returning to work aftera gap in employment or looking to take the next step in your career, we are excited to learn more about youand encourage you to apply!BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strongculture and employee experience comesfrom who we hire and creating a workplace that celebrates everyone. Itis our policy to extend equal opportunity in employment to all individuals without discrimination on the basisof race, color, religion, age, sex, national origin, disability, military service, protected veteran status, geneticinformation, sexual orientation, gender identity, or any other characteristic protected by federal, state or locallaw Apply tot his job
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