Trust Administrator II

Trust Administration Opportunity in Financial Services

Trust Administrator II, Premier Trust

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

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

Salary : $50,000 - $60,000 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 II to join the team within Premier Trust, a member of Osaic. The Trust Administrator is responsible for the basic 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 Administrator II assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations. Additionally, the position of Trust Administrator may be responsible for one employee.

Responsibilities :

Accounts Administration :

• 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.
• 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.

Compliance and Operations :

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 :

Minimum two (2) years of trust administration experience.

Preferred Requirements :

Licenses Preferred : Certified Trust and Fiduciary Advisor (CTFA)