Trust Onboarding Officer

Osaic Careers

Premier Trust Onboarding Opportunity in Financial Services

Trust Onboarding Officer

Location(s): 2270 Corporate Circle, Suite 200, Henderson, NV 89074

Role Type:
Full time (5 Days Weekly in Office)

Compensation: $65,000 - $72,000 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 salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

Summary:

The Trust Onboarding Officer will echo the company's vision of building success through relationships and quality service delivery. The role ensures a positive experience for clients and related parties as they become clients/future clients of Premier Trust. Serves as a key role between Business Development and Trust Administration ensuring timely, accurate and compliant onboarding of new trust accounts and clients. Interacts with internal and external clients on a regular basis to ensure communication is clear and effective, while managing a team of onboarding administrators and various projects simultaneously.

Responsibilities:

• Responsible for the timely onboarding and integration of new clients
• Reviews trusts in a timely and effective manner with respect to onboarding trusts for the company that meet the guidelines of an acceptable trust. Such guidelines may include: considerations for regulatory guidance, business reputation, ability to effectively administer such trusts
• Tracks pending items and follows up with other Onboarding staff to ensure trusts, reviews and documents are handled within the appropriate workflow timelines
• Acts as a key client contact throughout the onboarding process to ensure seamless transition, as well as a point of escalation for exceptions to the process
• Ensures that the onboarding process is running efficiently; makes regular recommendations to ensure the process is optimized
• Manages related projects and coordination of internal functions to onboard new clients including business development, operations, compliance, and technology
• Participates in company meetings and provides updates to management and Premier Trust teams
• Maintains Salesforce business development data and production of the new business, management, and similar reports
• Recommends improvements to workflow and processes on an ongoing basis
• Manages staff as appropriate or as designated by Head of Client Relationships
• Develops and trains staff in accordance with Premier Trust and Osaic guidelines
• Sets an example by reflecting corporate values and encouraging that from others
• Assists with ad hoc projects and other duties as required.
• Coordinates and conducts communication with prospects and business partners.
• Maintains strict confidentiality of all records and data received and produced.
• Provides and welcomes feedback; contributes to building a positive team spirit.
• Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values.
• Ability to work independently and in a team environment.
• Possesses a detail-oriented personality.
• Displays superb communication skills and is able to summarize complex situations in a clear and concise way, presenting those ideas to small groups.
• Maintains a high level of organization while managing various projects that are all in differing stages of completion.

Education Requirements:

• High School or equivalent general education degree (GED) required.
• Educational experience, through in-house training sessions, formal school or financial industry related curriculum.

Basic Requirements:

• 2 – 3 + years of related experience and/or training or the equivalent combination of education and experience.
• Work-related experience in the financial services industry preferred.
• Advanced skills in personal computer operation; word processing, spreadsheet (e.g.,…