Hybrid Trust Officer – Las Vegas

Osaic; Nevada; Hybrid; USD 70,000 - 110,000; Full time

Job summary

Osaic in Las Vegas, NV seeks a Trust Officer to administer assigned trust accounts and ensure policy compliance across state regulations. The role involves interactions with clients, attorneys, and beneficiaries and requires collaboration with other officers to support fiduciary services.

Responsibilities include preparing tax filings for trusts, maintaining client data, and participating in BSA/AML/OFAC training while upholding company policies. Hybrid work arrangement in the Las Vegas area.

Qualifications

• Bachelor’s degree preferred; HS diploma or GED with experience considered.
• Strong knowledge of state trust regulations and fiduciary operations.
• Proficient PC skills with Word/Excel; accurate data handling.

Responsibilities

• Administer accounts per trust documents and beneficiary needs.
• Contact and coordinate with parties interested in accounts.
• Maintain client data and communicate with officers and marketing.
• Analyze fund needs for beneficiaries and coordinate tax filings.
• Ensure compliance with BSA/AML/OFAC and state laws.
• Prepare and approve discretionary trust payments and reviews.
• Supervise staff duties and assist in training as needed.

Skills

Trust compliance knowledge

Strong communication

Analytical thinking

Time management

Interpersonal skills

Independent work

Education

Bachelor’s Degree Preferred

Tools

Microsoft Word

Microsoft Excel

Job description

Osaic in Las Vegas, NV seeks a Trust Officer to administer assigned trust accounts and ensure policy compliance across state regulations. The role involves interactions with clients, attorneys, and beneficiaries and requires collaboration with other officers to support fiduciary services.

Responsibilities include preparing tax filings for trusts, maintaining client data, and participating in BSA/AML/OFAC training while upholding company policies. Hybrid work arrangement in the Las Vegas area.