Trust Administrator II

Osaic, Inc.; Kentucky; Sur place; USD 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Résumé du poste

Advisor Group Inc. seeks a Trust Administrator II for Premier Trust to handle basic account administration and client relations. The role emphasizes adherence to policies, regulatory requirements, and discretionary distribution approvals as directed by the Board.

The position requires experience in trust operations, strong data handling, and collaboration with cross-functional teams to ensure timely, compliant service to beneficiaries and external partners.

Qualifications

• Minimum two (2) years of trust administration experience.
• Intermediate knowledge of state trust compliance regulations and other trust policies/procedures.
• Proficient in word processing and spreadsheets; ability to manage data.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team.

Responsabilités

• Administer accounts in accordance with governing instruments and client needs.
• Coordinate communications with beneficiaries and related parties.
• Assist in tax filing preparations for trusts.
• Ensure compliance with applicable laws and internal policies.
• Maintain accurate client data and documentation.

Connaissances

Trust administration

Regulatory compliance

Customer relationship management

Attention to detail

Time management

Communication skills

Formation

Bachelor’s Degree Preferred

HS Diploma or GED

Significant experience in trust administration

Outils

Microsoft Word

Microsoft Excel

Data entry systems

Description du poste

Osaic Careers Trust Administration Opportunity in Financial Services Trust Administrator II, Premier Trust

Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074

Role Type: Full Time (5 Days Weekly in Office)

Salary: $50,000 - $60,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package.

• Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more.

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.

Summary

We are seeking a Trust Administrator II to join the team within Premier Trust, a member of Osaic. The Trust Administrator is responsible for the basic administration of assigned accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts. This position will have discretionary distribution approval based on Board approved levels. The Trust Administrator II assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations. Additionally, the position of Trust Administrator may be responsible for one employee.

Responsibilities

• Administer accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen.
• Contact or correspond with persons, agencies, and organizations that have an interest in any aspect of an account.
• Maintain an awareness of new business opportunities and advise or consult with other officers on details of proposed plans and communicate information to marketing administrator for follow up.
• Assists in analyzing the need of funds according to conditions of trust needs of beneficiary.
• Coordinate and review the preparation for filing federal and state tax returns for trusts.
• Establish and maintain client data.
• Initiate and/or assist in the funding on new accounts.
• Interacts frequently with subordinates, peers and functional managers.
• Operates personal computer and all necessary programs to obtain and process data.
• Maintains strict confidentiality of all records and data received and produced.
• Answers telephones, emails, answers questions and directs callers to proper personnel.
• Responsible for compliance with all company policies, state laws and regulations.
• Complies with Bank Secrecy Act ("BSA"), OFAC Anti-Money Laundering ("AML"), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account.
• Complies with the compliance policies and procedures.
• Ensures that proper risk-rate customer as outlined in the Customer Identification Program.
• Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer.
• Participate in required annual BSA/AML/OFAC and Compliance training.
• Consistently reports to work on time; adhere to scheduled breaks; attends all meetings and training as required of the position.
• Exhibits objectively and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit.
• Understands business implications of decisions; displays orientation to profitability, aligns work with strategic goals.
• Treats people with respect; keeps commitments; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values.
• Performs the position safely, without endangering health or safety to himself or herself or others, will be expected to report potentially unsafe conditions.
• The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• Responsible for timely and accurate preparation of initial and annual trust reviews.
• Review and take necessary timely action on system ticklers.
• Responsible for preparation and submission of discretionary request to TAC committee.
• Focus and completion of personal goals established annually.
• Stays current regarding regulatory rulings and enrolls in CE courses if needed.
• All other duties as assigned.

Education Requirements

• Bachelor’s Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience in the financial services industry specifically in Trust Administration will be considered

Basic Requirements

• Minimum two (2) years of trust administration experience.
• Intermediate knowledge of related state trust compliance regulations, and other trust operational policies.
• Intermediate knowledge of trust policies and procedures, and trust products and services.
• Intermediate skills in and personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel etc.) programs.
• Typing skills to meet production needs of the position.
• Intermediate math skills, ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; Ability to compute ratios, percent and to draw and interpret bar graphs.
• Good oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Effective organizational and time management skills.
• Ability to work with minimal or no supervision while performing duties.
• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
• Demonstrates sensitivity to deadlines and ability to multi-task.
• Ability to work independently and with a team.
• Ability to delegate tasks when necessary.
• Ability to deal with routine to difficult problems involving multiple facets and variables in non- standardized situations.

Preferred Requirements

• Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA)