Trust Administrator I

Trust Administration Opportunity in Financial Services

Trust Administrator I

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

Type : Full-time (on-site)

Salary : $40,000 - $50,000 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 :

We are seeking a Trust Administrator I to join the team within Premier Trust, a member of Osaic. The position of Trust Administrator I is responsible for ensuring the basic administration of trust accounts. This includes maintaining all account records and producing reports as needed. Also, this position will represent the company by maintaining good customer relations.

Responsibilities :

• Authority to open new accounts by obtaining the latest information and documentation from clients; reviewing and analyzing documentation; tracking and following up on missing items; completing new account forms.
• Prepares forms for client disbursements, deposit receipts, automatic payment set up requests, wire transactions, ACH transfers, and trade requests.
• Provides consultation with trust officer regarding proper vesting, handling, and following of assets.
• May contact or correspond with persons, agencies, and organizations that have an interest in any aspect of assigned accounts.
• Review and process various reports.
• Performs duties including schedules appointments and / or tasks as necessary; assembles documents, reports, or other information as required; answers and directs calls; takes and relays messages; sorts, screens, and distributes mail without supervision.
• Organizes and maintains customer account files.
• Closes accounts in accordance with company procedures.
• Provides effective customer service and responds to inquiries from internal and external customers. Ensures answers or information is received by inquiring party; investigates and resolves problems within given knowledge level.
• Gathers and calculates data and prepares a variety of monthly, quarterly, and annual reports for management ensuring reports are accurate, complete, and prepared on schedule.
• Composes, prepares, and proofreads for supervisor's signature correspondence such as internal memorandums letters and emails to customers.
• Operates personal computer to input and process data.
• Maintains strict confidentiality of all records and data received and produced.
• Creates and maintains database and spreadsheet files.
• 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.
• Report any customer suspected of suspicious activity immediately to the BSA / Compliance Officer.
• Reconcile credit card statements monthly; submit receipts; reimburse Premier Trust from client account when applicable.
• All other duties as assigned.

Education Requirements :

Basic Requirements :