We are seeking a Trust Administrator II to join the team within Premier Trust, a member of Osaic. The Trust Administrator is responsible for the basic administration of assigned accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts. This position will have discretionary distribution approval based on Board approved levels. The Trust Administrator II assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations. Additionally, the position of Trust Administrator may be responsible for one employee.
Responsibilities
Administer accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen.
Contact or correspond with persons, agencies, and organizations that have an interest in any aspect of an account.
Maintain an awareness of new business opportunities and advise or consult with other officers on details of proposed plans and communicate information to marketing administrator for follow up.
Assists in analyzing the need of funds according to conditions of trust needs of beneficiary.
Coordinate and review the preparation for filing federal and state tax returns for trusts.
Establish and maintain client data.
Initiate and/or assist in the funding on new accounts.
Interacts frequently with subordinates, peers and functional managers.
Operates personal computer and all necessary programs to obtain and process data.
Maintains strict confidentiality of all records and data received and produced.
Answers telephones, emails, answers questions and directs callers to proper personnel.
Responsible for compliance with all company policies, state laws and regulations.
Complies with the compliance policies and procedures.
Ensures that proper risk-rate customer as outlined in the Customer Identification Program.
Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer.
Participate in required annual BSA/AML/OFAC and Compliance training.
Consistently reports to work on time; adhere to scheduled breaks; attends all meetings and training as required of the position.
Exhibits objectively and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit.
Understands business implications of decisions; displays orientation to profitability, aligns work with strategic goals.
Treats people with respect; keeps commitments; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions.
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce.
Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values.
Responsible for timely and accurate preparation of initial and annual trust reviews.
Review and take necessary timely action on system ticklers.
Responsible for preparation and submission of discretionary request to TAC committee.
Focus and completion of personal goals established annually.
Stays current regarding regulatory rulings and enrolls in CE courses
Benefits
Health insuranceDental insuranceVision insurance401(k)Performance bonus
Additional Information
Current Employees and Contractors Apply Here
Osaic Careers
Trust Administration Opportunity in Financial Services
Trust Administrator II, Premier Trust
Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074
Role Type: Full Time ( 5 Days Weekly in Office )
Salary: $5 0 , 000 - $6 0 , 000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits .
Advisorgroup · Henderson