We are seeking a Trust Officer to join the team within Premier Trust, a member of Osaic. The Trust Officer is responsible for the 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 Officer assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations. Additionally, the position of Trust Officer may be responsible for one or more employee(s).
Responsibilities
Administrates 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 questions via telephones, emails, 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 the 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 cu
Benefits
Health insuranceDental insuranceVision insurance401(k)Performance bonus
Additional Information
Current Employees and Contractors Apply Here
Osaic Careers
Trust Officer Opportunity in Trust Services
Premier Trust - Trust Officer
Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074
Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule
Role Type: Full-time
Salary: $70,000 - $80,000 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