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Vice President, Head of Trust Administration

Osaic
dental insurance, sick time, 401(k)
United States, Nevada, Las Vegas
Dec 17, 2024
Current Employees and Contractors Apply Here Osaic Careers

Trust Administration Leader Opportunity in Financial Services

Vice President, Head of Trust Administration (Premier Trust)

Location(s): Las Vegas, NV

Role Type: Full time

Salary: $140,000 - $150,000 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: https://careers.osaic.com/Creative/Benefits

Summary:

The primary responsibility for this position is to lead the Trust Administration of Premier Trust, Inc. This role includes accountability for the administration of the firm's trust accounts and managing the organization responsible for it.

Responsibilities:

  • Manage the Trust Administration division of Premier Trust, Inc.
  • Create and implement policies and workflows to ensure client satisfaction
  • Oversee the organization's daily operations and personnel
  • Handle the administrative issues with clients and account administrators.
  • Coordinate with the business development team for assignments of new trusts.
  • Coordinate with operations to adhere to policies and procedures on account administration.
  • Provide excellent communication to all account administrators, management and Board of Directors.
  • Acts as liaison with outside referral sources to assist with business development efforts.
  • Performs personnel actions including performance appraisals, disciplinary actions, supervises the activities of employees including, but not limited to, effective delegation of assignments, career development, developing work schedules and providing necessary training.
  • Complies with Bank Secrecy Act ("BSA"), OFAC Anti-Money Laundering ("AML"), and compliance policies, procedures, and processes related to job duties.
  • Other duties as assigned

Education Requirements:

  • Bachelor's degree preferred, Extensive Trust Administration experience

Basic Requirements:

  • Minimum 10 years' experience in the financial services industry, Trust Administration experience preferred.
  • Good verbal and written communication skills.

Preferred Requirements:

  • Intermediate knowledge of related state compliance regulations, and other trust operational policies.
  • Intermediate knowledge of trust policies and procedures, and trust products and services.
Current Employees and Contractors Apply Here
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