Administer accounts according to governing instrument
Discretionary distribution approval
Compliance with state regulations
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Osaic is seeking a Trust Administrator II for its Premier Trust division in Henderson, NV. The role involves the administration of trust accounts, ensuring compliance with regulations, and maintaining customer relationships, with a full-time on-site commitment.
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Job Summary
The Trust Administrator is responsible for the basic administration of assigned accounts and assures compliance with all policies and procedures governing trust functions.
Responsibilities include administering accounts, corresponding with interested parties, assisting in fund needs analysis, and coordinating tax return preparation.
The role requires a Bachelor's Degree preferred, or a High School Diploma/GED with significant practical experience, and a minimum of two years of trust administration experience.
Matching Summary
Match Score: 75
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Osaic is seeking a Trust Administrator II for its Premier Trust division in Henderson, NV. The role involves the administration of trust accounts, ensuring compliance with regulations, and maintaining customer relationships, with a full-time on-site commitment.
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Salary
Base: $50,000 - $60,000 per year; Bonus/Equity: annual bonus; Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days and much more
Skills & Requirements
Must-have
Administer accounts according to governing instrument
Discretionary distribution approval
Compliance with state regulations
Maintain client data
Review trust tax returns
Handle system ticklers
Nice-to-have
Awareness of new business opportunities
Contribute to positive team spirit
Align work with strategic goals
Work with integrity and ethically
Key Requirements
Minimum two years of trust administration experience
Intermediate knowledge of state trust compliance regulations
Intermediate knowledge of trust policies and procedures
Intermediate skills in Microsoft Word and Excel
Bachelor's Degree Preferred or High School Diploma/GED + Significant Practical Experience