Trust Administrator I

Overview

Trust Administrator I role at Osaic. Location : 2270 Corporate Circle Suite 200, Henderson, NV 89074. Type : Full-time (on-site). Salary : $45,000 - $55,000 per year + annual bonus. Actual compensation is determined individually based on location, skills, experience, and education. Osaic offers a total compensation package including health, vision, dental insurance, 401k, vacation and sick time, volunteer days, and more. For details, view the careers page.

Summary

We are seeking a Trust Administrator I to join the team within Premier Trust, a member of Osaic. The position is responsible for the basic administration of trust accounts, maintaining all account records, and producing reports as needed. This role represents 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.
• Prepare forms for client disbursements, deposit receipts, automatic payment setup requests, wire transactions, ACH transfers, and trade requests.
• Provide consultation with the trust officer regarding proper vesting, handling, and following of assets.
• Contact or correspond with persons, agencies, and organizations that have an interest in any aspect of assigned accounts.
• Review and process various reports.
• Perform duties including scheduling appointments and / or tasks as necessary; assemble documents, reports, or other information as required; answer and direct calls; take and relay messages; sort, screen, and distribute mail without supervision.
• Organize and maintain customer account files.
• Close accounts in accordance with company procedures.
• Provide effective customer service and respond to inquiries from internal and external customers; ensure information is delivered; investigate and resolve problems within the knowledge level.
• Gather and calculate data and prepare monthly, quarterly, and annual management reports ensuring accuracy and on-time delivery.
• Compose, prepare, and proofread correspondence such as internal memorandums and emails to customers for supervisor's signature.
• Operate personal computer to input and process data.
• Maintain strict confidentiality of all records and data.
• Create and maintain database and spreadsheet files.
• Comply with BSA, AML, and USA PATRIOT ACT policies; verify identity of persons / businesses opening accounts; consult lists of known terrorists; maintain verification records.
• Report any customer suspected of suspicious activity to the BSA / Compliance Officer.
• Reconcile credit card statements monthly; submit receipts; reimburse Premier Trust from client accounts when applicable.
• All other duties as assigned.

Education Requirements

Basic Requirements

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity and hire qualified candidates without regard to age, ethnicity, gender, gender identity or expression, language differences, nationality, family status, physical or mental abilities, genetic information, religion or belief, sexual orientation, or other protected characteristics.

Eligibility

Applicants must have valid work authorization in the US that does not require visa sponsorship 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 accepts candidates from contracted recruiting firms only for approved searches. Fees will not be paid for unsolicited submissions.

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