Trust Onboarding Officer

Trust Onboarding Officer

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

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

Salary : $65,000 - $70,000 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, 401k, paid time away, 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 :

Basic Requirements :