Trust Administrator II: Growth & Compliance Lead

Osaic; Henderson (NV); On-site; USD 5,000 - 6,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic's Premier Trust is hiring a Trust Administrator II to join our team in Henderson, NV. The role involves basic administration of assigned accounts, discretionary distribution approval within Board-approved levels, and compliance with all policies and state regulations.

The position may supervise one employee. Key duties include administering accounts, communicating with stakeholders, coordinating tax returns for trusts, and maintaining client data while upholding BSA/AML and regulatory

Qualifications

• Minimum two years of trust administration experience.
• Intermediate knowledge of state trust compliance regulations and trust policies.
• Proficient in Word and Excel; strong communication skills.

Responsibilities

• Administer accounts per governing instrument and client needs.
• Coordinate tax return preparation for trusts.
• Maintain client data and fund new accounts as needed.
• Ensure compliance with policies and regulatory requirements.

Skills

Trust compliance

Trust policies & procedures

MS Word & Excel

Oral & written communication

Time management

Education

Bachelor's Degree Preferred

HS Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Job description

Osaic's Premier Trust is hiring a Trust Administrator II to join our team in Henderson, NV. The role involves basic administration of assigned accounts, discretionary distribution approval within Board-approved levels, and compliance with all policies and state regulations.

The position may supervise one employee. Key duties include administering accounts, communicating with stakeholders, coordinating tax returns for trusts, and maintaining client data while upholding BSA/AML and regulatory