Trust Administrator II: Impactful Trust Ops & Compliance

Advisor Group; Henderson, Northern (NV, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Premier Trust, a member of Osaic, is seeking a Trust Administrator II to join its Henderson, NV team. The role focuses on the basic administration of assigned trust accounts, with discretionary distribution approvals per board levels.

The position supports compliance with all applicable trust regulations and may supervise an employee. The ideal candidate will have two years of trust administration experience and a solid understanding of related regulations, financial services practices, and data

Qualifications

• Bachelor's degree preferred; relevant trust industry experience may be considered.
• Strong knowledge of trust operations, compliance, and regulatory requirements.
• Excellent written and verbal communication; ability to interact with clients and professionals.

Responsibilities

• Administrates accounts per governing instrument terms and beneficiary needs.
• Communicates with interested parties and organizations on account matters.
• Supports filing and coordination of tax returns for trusts.
• Maintains client data and initiates funding on new accounts.
• Ensures compliance with BSA/AML/OFAC policies and company procedures.

Skills

Trust Administration

Regulatory compliance

Communication

Attention to detail

Education

Bachelor's Degree Preferred

HS Diploma or GED

Tools

Microsoft Word

Excel

Job description

Premier Trust, a member of Osaic, is seeking a Trust Administrator II to join its Henderson, NV team. The role focuses on the basic administration of assigned trust accounts, with discretionary distribution approvals per board levels.

The position supports compliance with all applicable trust regulations and may supervise an employee. The ideal candidate will have two years of trust administration experience and a solid understanding of related regulations, financial services practices, and data