Trust Officer - Client-Focused Fiduciary Leader

Advisor Group Inc.; Kentucky; Híbrido; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Descripción de la vacante

Osaic is seeking a Trust Officer for Premier Trust to administer assigned accounts, ensure regulatory compliance, and support client relationships. Location is Henderson, NV with a hybrid schedule requiring four in-office days weekly.

The role offers a salary of $70,000-$80,000 plus an annual bonus and a comprehensive benefits package. The Trust Officer will handle discretionary distributions within board-approved limits, maintain data, and collaborate with colleagues while upholding

Formación

• Two or more years of related experience in the trust industry or training.
• Bachelor's Degree preferred; CTFA or similar certifications encouraged.
• Strong knowledge of trust compliance regulations and processes.

Responsabilidades

• Administrates accounts per governing instrument and beneficiary needs.
• Interact with clients, professionals, and beneficiaries on account matters.
• Coordinate and review tax filings for trusts and funding of new accounts.
• Maintain client data and document confidentiality in compliance with policies.

Conocimientos

Trust Administration

Regulatory Compliance

Client Communication

MS Excel

Educación

Bachelor's Degree Preferred

High School Diploma or GED + Experience

Herramientas

MS Word

Descripción del empleo

Osaic is seeking a Trust Officer for Premier Trust to administer assigned accounts, ensure regulatory compliance, and support client relationships. Location is Henderson, NV with a hybrid schedule requiring four in-office days weekly.

The role offers a salary of $70,000-$80,000 plus an annual bonus and a comprehensive benefits package. The Trust Officer will handle discretionary distributions within board-approved limits, maintain data, and collaborate with colleagues while upholding