Trust Onboarding Administrator

Premier Trust Opportunity in Financial Services

Trust Onboarding Administrator, Premier Trust

Location(s): Las Vegas, NV

Role Type: Full time (5 days Weekly in Office)

Salary: $50,000 - $60,000 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 Trust Onboarding Administrator will echo the company's vision of building success through relationships. The Administrator ensures a positive experience for clients and related parties as they become clients/future clients of Premier Trust. Serves as a key role between Business Development and Trust Administration ensuring timely, accurate and compliant onboarding of new trust accounts and clients. Interacts with internal and external clients on a regular basis to ensure communication is clear and effective.

Responsibilities:

• Responsible for the onboarding and integration of new clients
• Acts as the key client contact throughout the onboarding process to ensure seamless transition
• Coordinates account openings, review of trust documentation and client information, and acceptance of trusts.
• Participates in related projects and coordination of internal functions to onboard new clients including business development, operations, compliance, and technology
• Participates in company meetings and providing updates/reports to management and Premier Trust teams
• Represents the company in various civic, community development and other functions to further enhance the company's image and develop additional business
• 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
• Assists with ad hoc projects and other duties as required.
• Coordinates and conducts communication with prospects and business partners.
• May be asked to assist with other departmental needs:
  • Event planning and preparation
  • Orders and maintains corporate collateral
  • Prepares reports as requested
  • Maintains Social Media Sites
  • Maintains corporate website and internal business development channels
• Maintains strict confidentiality of all records and data received and produced.

Education Requirements:

• High School or equivalent general education degree (GED) required.
• Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.

Basic Requirements:

• 2-3 years of Trust Administration education or experience
• Knowledge of Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) and CRM's; ability to learn and demonstrate proprietary systems
• Strong focus on customer service
• Attention to detail, good organizational skills, ability to prioritize, and ability to work in a multi-task environment
• Strong public speaking skills
• Strong oral and written communication skills
• Decision-making, particularly in a high-growth and risk-charged environment

• Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
• Advanced knowledge of general office practices.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Advanced math skills; calculate interest and balance accounts; locate routine mathematical errors; compute rate, ratio, and percent.
• Ability to work without general supervision while performing duties.
• Knowledge of basic marketing practices and techniques.
• Experience with marketing/contact management databases.
• Advanced creative skills to write and design marketing pieces.
• Ability to write effective forms of communication.