The primary responsibility for this position is to lead the Trust Administration of Premier Trust, Inc. This role includes accountability for the administration of the firm's trust accounts and managing the organization responsible for it.
Education Requirements:
Bachelor's degree preferred, Extensive Trust Administration experience
Responsibilities
Manage the Trust Administration division of Premier Trust, Inc.
Create and implement policies and workflows to ensure client satisfaction
Oversee the organization's daily operations and personnel
Handle the administrative issues with clients and account administrators.
Coordinate with the business development team for assignments of new trusts.
Coordinate with operations to adhere to policies and procedures on account administration.
Provide excellent communication to all account administrators, management and Board of Directors.
Acts as liaison with outside referral sources to assist with business development efforts.
Performs personnel actions including performance appraisals, disciplinary actions, supervises the activities of employees including, but not limited to, effective delegation of assignments, career development, developing work schedules and providing necessary training.
Complies with Bank Secrecy Act ("BSA"), OFAC Anti-Money Laundering ("AML"), and compliance policies, procedures, and processes related to job duties.
Other duties as assigned
Basic Requirements:
Minimum 10 years' experience in the financial services industry, Trust Administration experience preferred.
Good verbal and written communication skills.
Preferred Requirements:
Intermediate knowledge of related state compliance regulations, and other trust operational policies.
Intermediate knowledge of trust policies and procedures, and trust products and services.
Current Employees and Contractors Apply Here
Benefits
Health insuranceDental insuranceVision insurance401(k)Remote work optionsPerformance bonus
Additional Information
Current Employees and Contractors Apply Here
Osaic Careers
Trust Administration Leader Opportunity in Financial Services
Vice President, Head of Trust Administration (Premier Trust)
Location(s):
Las Vegas: 2270 Corporate Circle, Suite 220, Henderson, NV 89074
Osaic is not considering remote candidates currently.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time, Exempt
Salary: $160,000 - $180,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on several job-related factors, including location, skills, licensure, 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/Benefits .
Advisorgroup · Henderson