Compliance Officer- Trust

Job Description

Job Description

Salary : $75,000-$85,000

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. This role requires ability to manage process as well as efficiently translate strategic vision into actionable tasks. This person is the AML / BSL expert internally and creates proactive compliance policy and procedure to mitigate risk. This position is hybrid with some in office expectation as well as opportunity to work remotely.

Responsibilities Include but are not Limited to :

• Oversees all aspects of Cornerstones compliance program
• Manages, implements and owns all compliance solutions including updates and employee training; research and recommend changes when necessary. Additionally provides annual training to staff and board of governors relating to compliance
• Manage new initiatives and efficiency projects
• Responsible for compliance and due diligence including monthly, quarterly and annual process and creating internal audit program
• Has the role of AML / BSL Compliance Officer

BSA / AML institutional risk assessment

Preferred Qualifications and Skills :

Education and Experience :

Who Should Apply :

What You'll Love About Us :

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!

Cornerstone 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.