Open Positions

INVESTMENT OFFICER - SIOUX FALLS, SOUTH DAKOTA

We seek an Investment Officer interested in growing his or her career with an established, yet nimble, Trust Company.  The person we seek will provide financial advice and services to private and corporate clients about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help these clients invest their money in the best places. To be successful in this position, this person will also maintain knowledge of a wide range of investment and financial products, including mutual funds, ETFs, stocks, bonds and life insurance.

Responsibilities include but are not limited to:

  • Responsible for research and due diligence, including calls with Portfolio Managers
  • Responsible for recommended funds list of Mutual Funds and ETF’s
  • Analysis on individual bonds
  • Also research on stocks gifted into Trust accounts
  • Contribute to, and eventually lead, parts of the Investment Committee meetings
  • Assessing the health of insurance policies owned in Trusts
  • Trading
    • Trade Mutual Funds, ETF, and Individual Bonds
    • Responsible for managing and trading client accounts
    • Build out a new portfolio modeling system
  • Client Management
    • Onboard new clients
    • Perform annual portfolio reviews on all accounts
    • Interact with clients and conduct investment education
    • Review investment performance reports
    • Manage client cash needs

Required Qualifications and Skills:

  • 4-year degree in Finance or Accounting
  • 3-8 years of hands on experience in portfolio management, asset allocation, and equity and fixed investments
  • Involvement in Investment Industry Groups is strongly encouraged
  • Drive to build and service clientele
  • Excellent organizational and interpersonal skills
  • Demonstrated ability to manage multiple tasks simultaneously and problem solve
  • Strong written and communication skills
  • Professional demeanor and appearance necessary at all times
  • Meticulous attention to detail and strong follow-up skills
  • Ability to learn new computer programs or experience using programs such as Worldox, Junxure, Infovisa
  • Capability of working in a fast-paced environment and meeting deadlines
  • Demonstrated team player with a positive attitude
  • Ability for travel as needed (there will be some travel involved)

Who Should Apply:

  • If you like the small firm environment, you should apply.
  • If your work experience is in the 3-8 years range, you should apply.
  • If you are looking for an opportunity that will challenge you and allow you to grow, you should apply.
  • If working in a fast-paced but friendly and collegial atmosphere is appealing to you, you should apply.
  • If you are driven, detail oriented, and have the ideas and enthusiasm to improve the investment process, you should apply.
  • If solving problems and building processes are a passion of yours, you should apply.
  • If you would prefer to work directly with decision makes instead of middle managers and bureaucracy, you should apply.
  • If you want to have a direct impact on the client experience, you should apply.
  • If investment management is your long-term career plan, you should apply.

Who Should Not Apply:

  • If you are looking for a very structured daily routine, Cornerstone will not be a good fit for you.

How to Apply:

  • Please send a cover letter and resume to: Chalbur@cornerstonetrust.net

TRUST OPERATIONS SPECIALIST - SIOUX FALLS, SOUTH DAKOTA

We seek an Operations Specialist interested in growing his or her career with an established, yet nimble, Trust company.  This person will aide in daily record keeping and accounting of trust accounts in addition to helping the Trust Operations Department maintain efficiency and a high quality of work. 

Responsibilities include but are not limited to:

  • Daily Reconciliation and Data entry of all custodial accounts
  • Daily Reconciliation of Bank Asset
  • Transactional Processing of Wires/ACHs/Checks
  • Sorting and organizing daily mail
  • Processing of Quarterly Statements
  • Maintaining pricing on all assets held
  • Transferring assets in/out of accounts as needed
  • Monthly account reconciliation

Required Qualifications and Skills:

  • Minimum 3+ years of trust operations experience
  • Limited knowledge of Tax Codes/implications
  • Skilled in reading and interpreting plan documentation 
  • Drive to build the organization and service clientele
  • Excellent organizational and interpersonal skills
  • Demonstrated ability to manage multiple tasks simultaneously and problem solve
  • Strong written and communication skills
  • Professional demeanor and appearance necessary at all times
  • Meticulous attention to detail and strong follow-up skills
  • Ability to learn new computer programs or experience using programs such as Worldox, Junxure, Infovisa
  • Capability of working in a fast-paced environment and meeting deadlines
  • Demonstrated team player with a positive attitude

Who Should Apply:

  • If you like the small firm environment, you should apply.
  • If your work experience in Trust Operations is in the 3-10 years range, you should apply.
  • If you are looking for an opportunity that will challenge you and allow you to grow, you should apply.
  • If working in a fast-paced but friendly and collegial atmosphere is appealing to you, you should apply.
  • If you are driven, detail oriented, and have the ideas and enthusiasm to grow personally and professionally, you should apply.
  • If you are a self-starter, have self-confidence, take initiative, have internal motivation, and are a problem solver who is not afraid to ask questions, you should apply.
  • If solving problems and building processes are a passion of yours, you should apply.
  • If you would prefer to work directly with decision makers instead of middle managers and bureaucracy, you should apply.
  • If you want to have a direct impact on the client experience, you should apply.

Who Should Not Apply:

  • If you are looking for a very structured daily routine, Cornerstone will not be a good fit for you.

How to Apply:

  • Please send a cover letter and resume to: Chalbur@cornerstonetrust.net