Trust Officer

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Trust Officer Opportunity in Trust Services

Premier Trust – Trust Officer

Location: 2270 Corporate Circle Suite 200, Henderson, NV 89074

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule

Role Type: Full-time

Salary: $70,000 - $80,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job‑related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:

Summary:

We are seeking a Trust Officer to join the team within Premier Trust, a member of Osaic. The Trust Officer is responsible for the administration of assigned accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts. This position will have discretionary distribution approval based on Board approved levels.

The Trust Officer assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations. Additionally, the position of Trust Officer may be responsible for one or more employee(s).

Responsibilities:

• Administrates accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remainder men
• Contact or correspond with persons, agencies, and organizations that have an interest in any aspect of an account
• Maintain an awareness of new business opportunities and advise or consult with other officers on details of proposed plans and communicate information to marketing administrator for follow up
• Assists in analyzing the need of funds according to conditions of trust needs of beneficiary.
• Coordinate and review the preparation for filing federal and state tax returns for trusts.
• Establish and maintain client data
• Initiate and/or assist in the funding on new accounts
• Interacts frequently with subordinates, peers and functional managers
• Operates personal computer and all necessary programs to obtain and process data
• Maintains strict confidentiality of all records and data received and produced
• Answers questions via telephones, emails, and directs callers to proper personnel
• Responsible for compliance with all company policies, state laws, and regulations
• Complies with Bank Secrecy Act ("BSA"), OFAC Anti‑Money Laundering ("AML"), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account
• Complies with the compliance policies and procedures
• Ensures the proper risk‑rate customer as outlined in the Customer Identification Program
• Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer
• Participate in required annual BSA/AML/OFAC and Compliance training
• Consistently reports to work on time; adhere to scheduled breaks; attends all meetings and training as required of the position
• Exhibits objectively and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit
• Understands business implications of decisions; displays orientation to profitability, aligns work with strategic goals
• Treats people with respect; keeps commitments;
  Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce
• Follows policies and procedures; completes administrative tasks…