Osaic
Overview
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 factors including location, skills, experience, and education. Our total compensation package includes health, vision, dental insurance, 401k, paid time away, volunteer days, and more. To view details, visit the careers page: https://careers.osaic.com/Creative/Benefits.
Summary We are seeking a Trust Officer to join Premier Trust, a member of Osaic. The Trust Officer administers assigned accounts and represents the company in business activities with customers, outside professionals, and beneficiaries. This position may have discretionary distribution approval based on Board approved levels. The Trust Officer ensures compliance with all policies, procedures, and applicable state regulations. The position may supervise one or more employee(s).
Responsibilities
Administrates accounts in accordance with the terms of the governing instrument and aligned with the needs of principals, beneficiaries, and remaindermen
Contact or correspond with persons, agencies, and organizations with an interest in any aspect of an account
Maintain awareness of new business opportunities and advise or consult with other officers on details of proposed plans; communicate information to marketing administrator for follow up
Assist in analyzing fund needs according to trust conditions and beneficiary needs
Coordinate and review preparation for filing federal and state tax returns for trusts
Establish and maintain client data
Initiate and/or assist in funding new accounts
Interact with subordinates, peers, and functional managers
Operate computer programs to obtain and process data
Maintain strict confidentiality of all records and data
Answer questions via telephone and email; direct inquiries to proper personnel
Ensure compliance with company policies, state laws, and regulations
Comply with BSA, AML, and USA PATRIOT Act policies; verify identities and maintain records; consult lists of known terrorists before opening accounts
Follow compliance policies and procedures; ensure proper risk-rating of customers per the Customer Identification Program
Report any suspected suspicious activity to the BSA/Compliance Officer
Participate in required annual BSA/AML/OFAC and Compliance training
Maintain punctuality and attendance; participate in required meetings and trainings
Demonstrate teamwork, openness to others’ views, and constructive feedback
Understand business implications of decisions and align work with strategic goals
Treat people with respect and integrity; uphold organizational values
Adhere to EEO policies; promote diversity and provide a harassment-free environment
Follow policies and procedures; complete administrative tasks accurately and on time
Perform duties safely and comply with OSHA standards
Prepare initial and annual trust reviews in a timely manner
Review system ticklers and take timely action
Prepare and submit discretionary requests to the TAC committee
Focus on personal goals established annually and stay current with regulatory rulings; enroll in CE courses if applicable
Education Requirements
Bachelor’s Degree preferred; high school diploma or GED with significant practical experience in financial services, specifically in trust administration, will be considered
Basic Requirements
Two or more years of related experience in the trust industry and/or equivalent combination of education and experience
Strong knowledge of state trust compliance regulations, policies, products, services, and operational policies
Proficiency with PC operations, word processing, spreadsheets (e.g., Word, Excel)
Typing skills to meet production needs
Intermediate math skills and ability to interpret data and graphs
Good oral, written, and interpersonal communication skills
Ability to define problems, collect data, establish facts, and draw valid conclusions
Effective organizational and time management skills
Ability to work with minimal supervision and as part of a team
Current driver’s license and vehicle if travel is required
Ability to meet deadlines and multi-task
Ability to delegate tasks when necessary
Ability to handle routine to complex problems with multiple variables
Preferred Requirements
Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA)
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard to age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical or mental abilities, genetic information, race, religion or belief, sexual orientation, skin color, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not require sponsorship of a visa.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Summary We are seeking a Trust Officer to join Premier Trust, a member of Osaic. The Trust Officer administers assigned accounts and represents the company in business activities with customers, outside professionals, and beneficiaries. This position may have discretionary distribution approval based on Board approved levels. The Trust Officer ensures compliance with all policies, procedures, and applicable state regulations. The position may supervise one or more employee(s).
Responsibilities
Administrates accounts in accordance with the terms of the governing instrument and aligned with the needs of principals, beneficiaries, and remaindermen
Contact or correspond with persons, agencies, and organizations with an interest in any aspect of an account
Maintain awareness of new business opportunities and advise or consult with other officers on details of proposed plans; communicate information to marketing administrator for follow up
Assist in analyzing fund needs according to trust conditions and beneficiary needs
Coordinate and review preparation for filing federal and state tax returns for trusts
Establish and maintain client data
Initiate and/or assist in funding new accounts
Interact with subordinates, peers, and functional managers
Operate computer programs to obtain and process data
Maintain strict confidentiality of all records and data
Answer questions via telephone and email; direct inquiries to proper personnel
Ensure compliance with company policies, state laws, and regulations
Comply with BSA, AML, and USA PATRIOT Act policies; verify identities and maintain records; consult lists of known terrorists before opening accounts
Follow compliance policies and procedures; ensure proper risk-rating of customers per the Customer Identification Program
Report any suspected suspicious activity to the BSA/Compliance Officer
Participate in required annual BSA/AML/OFAC and Compliance training
Maintain punctuality and attendance; participate in required meetings and trainings
Demonstrate teamwork, openness to others’ views, and constructive feedback
Understand business implications of decisions and align work with strategic goals
Treat people with respect and integrity; uphold organizational values
Adhere to EEO policies; promote diversity and provide a harassment-free environment
Follow policies and procedures; complete administrative tasks accurately and on time
Perform duties safely and comply with OSHA standards
Prepare initial and annual trust reviews in a timely manner
Review system ticklers and take timely action
Prepare and submit discretionary requests to the TAC committee
Focus on personal goals established annually and stay current with regulatory rulings; enroll in CE courses if applicable
Education Requirements
Bachelor’s Degree preferred; high school diploma or GED with significant practical experience in financial services, specifically in trust administration, will be considered
Basic Requirements
Two or more years of related experience in the trust industry and/or equivalent combination of education and experience
Strong knowledge of state trust compliance regulations, policies, products, services, and operational policies
Proficiency with PC operations, word processing, spreadsheets (e.g., Word, Excel)
Typing skills to meet production needs
Intermediate math skills and ability to interpret data and graphs
Good oral, written, and interpersonal communication skills
Ability to define problems, collect data, establish facts, and draw valid conclusions
Effective organizational and time management skills
Ability to work with minimal supervision and as part of a team
Current driver’s license and vehicle if travel is required
Ability to meet deadlines and multi-task
Ability to delegate tasks when necessary
Ability to handle routine to complex problems with multiple variables
Preferred Requirements
Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA)
Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard to age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical or mental abilities, genetic information, race, religion or belief, sexual orientation, skin color, or any other characteristic protected by law.
Eligibility Applicants for employment in the US must have valid work authorization that does not require sponsorship of a visa.
Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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