Trust Operations Specialist

Advisor Group Inc.; Town of Texas (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Premier Trust is seeking a Trust Administrator II to join our team. The role involves basic administration of assigned accounts, ensuring compliance with governing instruments and state regulations, and interacting with customers, professionals, and beneficiaries.

The position may supervise one employee and requires adherence to BSA/AML/OFAC policies. The ideal candidate will have at least two years of trust administration experience, strong data management skills, and solid understanding of

Qualifications

• Bachelor’s Degree Preferred; H.S. Diploma or GED + significant practical experience in financial services, specifically trust administration, will be considered.
• Minimum two years of trust administration experience.
• Intermediate knowledge of state trust compliance regulations and trust operations.

Responsibilities

• Administrates accounts per governing instrument terms and beneficiaries’ needs.
• Engages with customers, outside professionals, and beneficiaries regarding accounts.
• Maintain client data and prepare initial/annual trust reviews.
• Ensure compliance with BSA/AML/OFAC and related policies.
• Coordinate tax return filings for trusts and assist in funding new accounts.
• Maintain confidentiality and adhere to company policies and regulatory requirements.

Skills

Trust administration

Regulatory compliance

Communication skills

Microsoft Word

Excel

Data entry

Time management

Attention to detail

Education

Bachelor’s degree preferred

High school diploma or GED

Tools

Microsoft Word

Excel

Job description

Premier Trust is seeking a Trust Administrator II to join our team. The role involves basic administration of assigned accounts, ensuring compliance with governing instruments and state regulations, and interacting with customers, professionals, and beneficiaries.

The position may supervise one employee and requires adherence to BSA/AML/OFAC policies. The ideal candidate will have at least two years of trust administration experience, strong data management skills, and solid understanding of