Trust Officer Team Lead Vp

Osaic

Henderson, NV, USA
Base: $83,250 - $111,000 py; bonus/equity: annual ...
On-site (minimum of 4 days weekly in the office)
Administer complex trust accounts
Ensure compliance with regulations
Coordinate tax return preparation
Osaic is seeking a Senior Trust Officer to lead and manage complex trust accounts in their Henderson, NV office. The role requires a minimum of five years of trust administration experience and offers a competitive salary, along with a comprehensive benefits package

Job Summary

  • The Senior Trust Officer is responsible for the administration of assigned complex accounts and will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts.
  • This role is expected to provide leadership, training and support to less experienced trust officers and other staff members, assuring compliance with all policies and procedures governing trust functions, as well as all applicable state regulations.
  • Osaic offers a competitive compensation package including health, vision, dental insurance, 401k, vacation and sick time, and volunteer days.

Matching Summary

Match Score: 85

Osaic is seeking a Senior Trust Officer to lead and manage complex trust accounts in their Henderson, NV office. The role requires a minimum of five years of trust administration experience and offers a competitive salary, along with a comprehensive benefits package.

Salary

Base: $83,250 - $111,000 per year; Bonus/Equity: annual bonus; Benefits: health, vision, dental insurance, 401k, vacation and sick time, volunteer days

Skills & Requirements

Must-have

  • Administer complex trust accounts
  • Ensure compliance with regulations
  • Coordinate tax return preparation
  • Manage trust expenses and client data
  • Provide leadership and training

Nice-to-have

  • Represent company in business activities
  • Consult with client's attorney
  • Mentor less experienced staff

Key Requirements

  • Five or more years of related experience in the trust industry
  • Bachelor's degree preferred or equivalent experience
  • Advanced knowledge of trust policies and state regulations
  • Proficient in Microsoft Office Suite
  • Previous experience leading teams

Work Rights

Not specified

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