Trust Officer

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, 401(k), paid time away, volunteer days and 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. The 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 may be responsible for one or more employees. Responsibilities Administrates accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen. 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. Assist 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 of new accounts. Interact frequently with subordinates, peers and functional managers. Operate personal computer and all necessary programs to obtain and process data. Maintain strict confidentiality of all records and data received and produced. Answer questions via telephone and email, and direct callers to proper personnel. Responsible for compliance with all company policies, state laws and regulations. Comply 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 customer and consulting lists of known terrorists before opening an account. Comply with the compliance policies and procedures. Ensure 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 report to work on time; adhere to scheduled breaks; attend all meetings and training as required of the position. Exhibit objectivity and openness to others’ views; give and welcome feedback; contribute to building a positive team spirit. Understand business implications of decisions; display orientation to profitability, align work with strategic goals. Treat people with respect; keep commitments; inspire the trust of others; work with integrity and ethics; uphold organizational values; accept responsibility for own actions. Demonstrate knowledge of and adherence to EEO policy; respect and sensitivity for cultural differences; educate others on the value of diversity; promote a working environment free of harassment of any type; build a diverse workforce. Follow policies and procedures; complete administrative tasks correctly and on time; support the company goals and values. Perform the position safely, without endangering health or safety to oneself or others; report potentially unsafe conditions; comply with occupational safety and health standards and all regulations issued pursuant to the OSHA Act of 1970. Be responsible for timely and accurate preparation of initial and annual trust reviews. Review and take necessary timely action on system ticklers. Prepare and submit discretionary requests to TAC committee. Focus and complete personal goals established annually. Stay current regarding regulatory rulings and enroll in CE courses if applicable. Education Requirements Bachelor’s Degree Preferred, H.S. Diploma or GED certificate. Significant practical experience in the financial services industry specifically in trust administration will be considered. Basic Requirements Two or more years of related experience in the trust industry and/or training or the equivalent combination of education and experience. Work–related experience must consist of trust administration experience in the financial services industry. Educational experience, through in‑house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related. Strong knowledge of related state trust compliance regulations, policies and procedures, products and services and other trust operational policies. Proficiency in personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel) programs. Typing skills to meet production needs of the position. Intermediate math skills; ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; ability to compute ratios, percent and to draw and interpret bar graphs. Good oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees. Ability to define problems, collect data, establish facts, and draw valid conclusions. Effective organizational and time management skills. Ability to work with minimal or no supervision while performing duties. Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of assigned duties and responsibilities. Demonstrates sensitivity to deadlines and ability to multi‑task. Capability to work independently and with a team. Ability to delegate tasks when necessary. Aptitude to deal with routine to difficult problems involving multiple facets and variables in non‑standardized situations. Preferred Requirements Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA). Equal Opportunity Employer Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions. #J-18808-Ljbffr Advisor Group