Senior Trust Officer | Client-Focused Administration (Hybrid)

Osaic Wealth, Inc.; Las Vegas (NV); Híbrido; USD 80.000 - 85.000; Jornada completa

Descripción de la vacante

Osaic Wealth, Inc. is seeking a Trust Officer for Premier Trust in Las Vegas, NV. This is a full-time, hybrid role with a $80,000–$85,000 annual salary plus an annual bonus.

The Trust Officer will administer accounts, ensure compliance with policies and state regulations, and foster strong relationships with clients and professionals. The role requires a Bachelor’s degree (preferred) with experience in trust administration and regulatory compliance.

Formación

• Bachelor's degree or higher in a related field preferred.
• Strong knowledge of state trust compliance regulations, policies and procedures.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.

Responsabilidades

• Administer accounts in accordance with governing instruments and client needs.
• Communicate with beneficiaries, professionals, and agencies as required.
• Coordinate tax return preparation for trusts with filing authorities.
• Review discretionary payments and trustee decisions for compliance and accuracy.
• Stay updated on regulatory rulings and complete required training.

Conocimientos

Trust administration

Regulatory compliance

Analytical thinking

Communication skills

Team collaboration

Educación

Bachelor's degree or higher

CTFA (preferred)

Herramientas

Microsoft Word

Excel

Descripción del empleo

Osaic Wealth, Inc. is seeking a Trust Officer for Premier Trust in Las Vegas, NV. This is a full-time, hybrid role with a $80,000–$85,000 annual salary plus an annual bonus.

The Trust Officer will administer accounts, ensure compliance with policies and state regulations, and foster strong relationships with clients and professionals. The role requires a Bachelor’s degree (preferred) with experience in trust administration and regulatory compliance.