Trust Onboarding Officer

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
• 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
• Affords assistance with ad hoc projects and other duties as required
• Collaborates and conducts communication with prospects and business partners

Requirements

• High School or equivalent general education degree (GED) required
• Work-related experience in the financial services industry preferred
• Advanced skills in personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel etc.) programs
• Typing skills to meet production needs of the position
• Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent
• Advanced oral, written and interpersonal communication skills with the ability to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees
• Advanced organizational and time management skills
• 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

Qualifications

• 2 – 3 + years of related experience and/or training or the equivalent combination of education and experience

Skills

• Excellent communication skills
• Strong organizational and time management skills
• Detail-oriented personality
• Ability to work independently and in a team environment

Benefits

• Health, vision, dental insurance
• 401k
• Vacation and sick time
• Volunteer days
• Additional benefits include:

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits