We are seeking a Trust Administrator I to join the team within Premier Trust, a member of Osaic. The position of Trust Administrator I is responsible for ensuring the basic administration of trust accounts. This includes maintaining all account records and producing reports as needed. Also, this position will represent the company by maintaining good customer relations.
Responsibilities
Authority to open new accounts by obtaining the latest information and documentation from clients; reviewing and analyzing documentation; tracking and following up on missing items; completing new account forms.
Prepares forms for client disbursements, deposit receipts, automatic payment set up requests, wire transactions, ACH transfers, and trade requests.
Provides consultation with trust officer regarding proper vesting, handling, and following of assets.
May contact or correspond with persons, agencies, and organizations that have an interest in any aspect of assigned accounts.
Review and process various reports.
Performs duties including schedules appointments and/or tasks as necessary; assembles documents, reports, or other information as required; answers and directs calls; takes and relays messages; sorts, screens, and distributes mail without supervision.
Organizes and maintains customer account files.
Closes accounts in accordance with company procedures.
Provides effective customer service and responds to inquiries from internal and external customers. Ensures answers or information is received by inquiring party; investigates and resolves problems within given knowledge level.
Gathers and calculates data and prepares a variety of monthly, quarterly, and annual reports for management ensuring reports are accurate, complete, and prepared on schedule.
Composes, prepares, and proofreads for supervisor's signature correspondence such as internal memorandums letters and emails to customers.
Operates personal computer to input and process data.
Maintains strict confidentiality of all records and data received and produced.
Creates and maintains database and spreadsheet files.
Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer.
Reconcile credit card statements monthly; submit receipts; reimburse Premier Trust from client account when applicable.
All other duties as assigned.
Education Requirements:
Basic Requirements:
1+ years basic knowledge of related state trust and federal trust and applicable financial institution compliance regulations, and other Trust Administration/operational policies required
Basic administrative assistant skills typically resulting from a combination of education in computer operation and several years of experience in administrative position
Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures
Basic knowledge of general office practices
Skills in and personal computer operation; understanding of various software applications, and word processing, spreadsheet, and specialty software programs (e.g., Microsoft Word, Excel etc.)
Typing skills to meet production needs of the position
Ability to deal with routine to difficult problems involving multiple facets and variables in non-standardized situations
Basic math skills; calculate interest and balance accounts; add, subtract, multip
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 I
Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074
Type: Full-time (on-site)
Salary: $45 , 000 - $55 , 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