Trust Administrator I — Client-Centric Trust Operations

Advisor Group; Henderson (NV); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation time

Sick time

Volunteer days

Job summary

Premier Trust, a member of Osaic, is seeking a Trust Administrator I to join the team in Las Vegas. The role encompasses basic trust account administration, record-keeping, and report generation while maintaining positive customer relations.

Primary duties include opening new accounts, processing disbursements and transfers, and preparing monthly, quarterly and annual reports. The role requires an HS diploma, strong attention to detail, and compliance with BSA/AML policies; in-office schedule,

Qualifications

• HS diploma or equivalent; experience in financial admin is a plus.
• Basic knowledge of trust/financial regulations and compliance.
• Proficient with Word/Excel; able to produce reports.

Responsibilities

• Open new accounts by collecting required client information and documents.
• Prepare forms for disbursements, deposits, payments, wires, and transfers.
• Consult with trust officer on vesting and asset handling.
• Maintain customer files and respond to inquiries with accuracy.
• Compile monthly/quarterly/annual management reports and ensure timelines.
• Ensure data confidentiality and comply with BSA/AML/USA PATRIOT ACT policies.

Skills

Microsoft Word

Excel

Typing

Attention to detail

Organizational skills

Communication skills

Customer service

Education

High school diploma or GED

Job description

Premier Trust, a member of Osaic, is seeking a Trust Administrator I to join the team in Las Vegas. The role encompasses basic trust account administration, record-keeping, and report generation while maintaining positive customer relations.

Primary duties include opening new accounts, processing disbursements and transfers, and preparing monthly, quarterly and annual reports. The role requires an HS diploma, strong attention to detail, and compliance with BSA/AML policies; in-office schedule,