Trust Officer Team Lead VP

Summary

We are seeking a detail-oriented Senior Trust Officer to join the team within Premier Trust, a member of Osaic. The Senior Trust Officer is responsible for the administration of assigned complex accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts. This role is expected to provide leadership, training and support to less experienced trust officers and other staff members. Additionally, the Senior Trust Officer assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations.

Responsibilities

• Administer 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 individuals, agencies, and organizations that have an interest in any aspect of an account.
• Cook up and file federal and state tax returns for trusts.
• Submit discretionary requests, both investments and distributions, for committee approval.
• Pay trust expenses and maintain client data.
• Consult with client’s attorney from administrative perspective on drafting legal documents specifying details, conditions, and duration of trust.
• Initiate and/or assist in the marshalling and funding of new accounts.
• Interact frequently with co-workers, peers, and functional managers.
• Answer telephone and potential corresponding questions and direct callers to proper personnel.
• Comply with all applicable company policies, state laws and federal laws and regulations.
• Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer.
• Participate in required annual BSA/AML/OFAC and Compliance training.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values; benefits the company through outside activities.

Education Requirements

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with six or more years of related experience or equivalent will be considered in lieu of degree.
• Minimum of high school diploma or equivalent is required.
• Five or more years of related experience in the trust industry and/or training or the equivalent combination of education and experience.
• Work related experience must consist of Trust Administration experience in the financial services industry.
• Advanced knowledge of related state trust compliance regulations, and other trust operational policies.
• Advanced knowledge of trust policies and procedures, and trust products and services.
• Must be proficient in utilizing various software packages including Microsoft Office, Outlook, Power Point and Excel.
• Previous experience with leading teams and knowledge of human resources laws and policies.
• Advanced oral, written, and interpersonal communication skills, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.
• The incumbent must also possess the ability to compute rate, ratio, and percent, including the drafting and interpretation of bar graphs.
• Advanced organizational and time management skills.
• Ability to work with no supervision while performing duties.
• Current state issued driver’s license and a vehicle with appropriate insurance coverage if required in the course of performing assigned duties and responsibilities.
• Ability to mentor and train less experienced staff.
• Focus on achieving and rating personal goals and those of subordinates.

Preferred Requirements

• Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA)

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Eligibility Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US 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 only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.