Trust Administrator II - Client Trust Ops & Compliance

Osaic; Henderson (NV); On-site; USD 50,000 - 55,000; Full time

Job summary

Osaic's Premier Trust is seeking a Trust Administrator II to manage basic trust account administration and ensure compliance with policies and state regulations. The role involves interaction with customers, professionals, and beneficiaries, with discretionary approval on distributions per Board levels.

Based in Henderson, NV, the position requires at least two years of trust administration, strong communication, and solid MS Word/Excel skills, and offers a competitive salary with annual bonus

Qualifications

• Minimum two years of trust administration experience.
• Knowledge of related state trust compliance regulations.
• Proficient with word processing and spreadsheet software.
• Strong communication and organizational skills.
• Ability to work independently and as part of a team.

Responsibilities

• Administrates accounts per governing instrument and client needs.
• Communicates with interested parties in accounts.
• Assists in identifying new business opportunities and coordinates with marketing.
• Prepares and reviews tax filings for trusts.
• Maintains client data and initiates funding on new accounts.
• Ensures compliance with policies, laws, and safety standards.

Skills

Trust administration

Communication

Time management

Compliance

Independent work

Teamwork

Typing

MS Word/MS Excel

Education

Bachelor’s degree in Finance/Business/Related field

Tools

Microsoft Word

Microsoft Excel

Job description

Osaic's Premier Trust is seeking a Trust Administrator II to manage basic trust account administration and ensure compliance with policies and state regulations. The role involves interaction with customers, professionals, and beneficiaries, with discretionary approval on distributions per Board levels.

Based in Henderson, NV, the position requires at least two years of trust administration, strong communication, and solid MS Word/Excel skills, and offers a competitive salary with annual bonus