VP, Head of Trust Administration

About the role

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
• Cook up assignments of new trusts
• Cook 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

Requirements

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

Qualifications

• Intermediate knowledge of related state compliance regulations, and other trust operational policies
• Intermediate knowledge of trust policies and procedures, and trust products and services

Skills

• Excellent communication skills

Benefits

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

Pay

$160,000 - $180,000 per year + annual performance-based bonus

Schedule

Our hybrid schedule requires a minimum of 4 days weekly in the office.