Trust Onboarding Officer

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.  To view more details of what you can look forward to, visit our careers page:

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., Microsoft Word, Excel etc.) programs.

• Typing skills to meet production needs of the position.

• Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.

• Advanced knowledge of general office practices.

• Ability to define problems, collect data, establish facts, and draw valid conclusions.

• Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent.

• Advanced oral, written and interpersonal communication skills with the ability to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.

• Advanced organizational and time management skills.

• Ability to work without general supervision while performing duties.

• Ability to write effective forms of communication.

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.

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.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.