Trust Officer

Life Insurance Trust Company (LITCO) is a South Dakota based Trust Company focused on the administration of Irrevocable Life Insurance Trusts (ILITs) and provides duciary services to grantors and beneciaries of these trusts. Life Insurance Trust Company is a member of the Longevity Holdings LLC family of companies. Longevity Holdings is among the largest and best equipped servicers of Trust Owned Life Insurance in the United States. Our purpose is to empower parties to life insurance policies held in trust to make informed decisions and realize the full value of life insurance assets.

We are looking for a positive and energetic Trust Officer with an eagerness to learn and a passion for fiduciary and trust services. We offer a competitive benefits package, pay, and a positive work environment with a collaborative team focused approach.

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

Qualifications :

This is an onsite position. All applicants must be able to work from our Sioux Falls, SD office 5 days / week.

A few benefits offered for full-time roles include :

About Longevity Holdings

Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Longevity Trading & Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

Longevity current has offices in these locations : Minneapolis, MN, Cedar Falls, IA, Sioux Falls, SD, Fort Washington, PA, Bethesda, MD, and Omaha, NE.

Equal Employment Opportunity

Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

Other Items To Note

Our privacy notice is available at www.itm21st.com / longevity-holdings-privacy-notice /

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