Osaic is seeking a Trust Officer for its Premier Trust division in Henderson, NV, to oversee the administration of trust accounts and ensure compliance with regulations. The role requires a strong background in trust administration and offers a competitive salary along with various benefits
Job Summary
The Trust Officer is responsible for the administration of assigned accounts and assures compliance with all policies and procedures governing trust functions.
Responsibilities include administering accounts according to governing instruments, coordinating tax return preparation, and maintaining client data.
The position offers a competitive compensation package including health, vision, dental insurance, 401k, and paid time away.
Matching Summary
Match Score: 85
Osaic is seeking a Trust Officer for its Premier Trust division in Henderson, NV, to oversee the administration of trust accounts and ensure compliance with regulations. The role requires a strong background in trust administration and offers a competitive salary along with various benefits.
Salary
Base: $70,000 - $80,000 per year; Bonus/Equity: annual bonus; Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days
Skills & Requirements
Must-have
Administer assigned accounts
Ensure compliance with policies and regulations
Discretionary distribution approval
Client data management
Federal and state tax return coordination
Nice-to-have
Build positive team spirit
Align work with strategic goals
Work with integrity and ethically
Promote a diverse workforce
Key Requirements
Two or more years of Trust Administration experience
Bachelor's Degree Preferred
Related financial services industry experience
Proficiency in Microsoft Word and Excel
Certified Trust and Fiduciary Advisor (CTFA) Preferred